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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
751
Landmark Financial Advisors
Kentucky
$591K – – –
QFA
752
Quantum Financial Advisors
California
$587K +$334 +2 +0.1%
GL
753
Graypoint LLC
New York
$586K +$184K +1,100 +43%
SPW
754
Sonoma Private Wealth
California
$584K +$48K +287 +9%
GLLW
755
Graves Light Lenhart Wealth
Virginia
$583K +$9.53K +57 +2%
MAM
756
McLean Asset Management
Virginia
$583K +$2.17K +13 +0.4%
SWA
757
Stratos Wealth Advisors
Ohio
$578K +$14K +84 +2%
GIA
758
Gladstone Institutional Advisory
Florida
$573K +$4.85K +29 +0.8%
KA
759
Kovack Advisors
Florida
$567K +$15.2K +91 +3%
CWC
760
Carolinas Wealth Consulting
North Carolina
$566K +$2.67K +16 +0.4%
OSAM
761
O'Shaughnessy Asset Management
Connecticut
$564K -$236K -1,413 -29%
FNBSF
762
First National Bank Sioux Falls
South Dakota
$564K – – –
BWP
763
BSW Wealth Partners
Colorado
$564K +$40.5K +242 +7%
RWM
764
Revisor Wealth Management
Ohio
$564K +$132K +788 +29%
EA
765
Eudaimonia Advisors
Tennessee
$559K -$502 -3 -0.1%
GWS
766
Glassman Wealth Services
Virginia
$559K +$139K +831 +31%
BFG
767
Bleakley Financial Group
New Jersey
$557K -$53K -317 -8%
WP
768
WMS Partners
Maryland
$557K – – –
MWM
769
Mission Wealth Management
California
$557K -$114K -679 -16%
1IA
770
1834 Investment Advisors
Wisconsin
$554K -$32.1K -192 -5%
GC
771
Grimes & Company
Massachusetts
$551K +$2.17K +13 +0.4%
BCM
772
Becker Capital Management
Oregon
$548K – – –
BAM
773
BTS Asset Management
Massachusetts
$547K -$520K -3,112 -48%
HPM
774
Hoxton Planning & Management
West Virginia
$546K -$8.36K -50 -1%
VCM
775
Versant Capital Management
Arizona
$546K -$73.1K -437 -11%
29 30
31
32 33