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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Calton & Associates
Florida
$371K -$158K -891 -30%
PG
802
Prostatis Group
Maryland
$365K -$138K -774 -27%
BAS
803
Brown Advisory Securities
Maryland
$365K – – –
VVP
804
Venture Visionary Partners
Ohio
$365K – – –
RPGK
805
Retirement Planning Group (Kansas)
Kansas
$364K -$6.94K -39 -2%
AIA
806
Arbor Investment Advisors
North Carolina
$364K +$8.89K +50 +3%
MFA
807
Mayflower Financial Advisors
Massachusetts
$359K -$1.07K -6 -0.3%
RG
808
Rathbones Group
United Kingdom
$358K – – –
BAM
809
Bosun Asset Management
Illinois
$358K +$356K +2,000 New
CWA
810
Consilium Wealth Advisory
Texas
$358K +$356K +2,000 New
RWA
811
Redmont Wealth Advisors
Illinois
$358K +$356K +2,000 New
EC
812
Estate Counselors
Wisconsin
$357K +$356K +2,000 New
KWS
813
Keystone Wealth Services
California
$356K +$354K +1,989 New
ECG
814
EPIQ Capital Group
California
$355K +$2.31K +13 +0.7%
FPCP
815
Fort Point Capital Partners
California
$354K -$16.5K -93 -4%
AIA
816
Angeles Investment Advisors
California
$354K +$125K +703 +55%
MWM
817
Minot Wealth Management
Massachusetts
$352K +$4.62K +26 +1%
MA
818
Mezzasalma Advisors
New Jersey
$350K -$5.51K -31 -2%
WTC
819
WhitTier Trust Company
Nevada
$348K – – –
LL
820
LPWM LLC
Minnesota
$348K +$64.7K +364 +23%
FCM
821
Fourpath Capital Management
Oklahoma
$348K +$346K +1,945 New
AA
822
Argent Advisors
Louisiana
$347K +$78.1K +439 +29%
EWM
823
Evercore Wealth Management
New York
$346K – – –
AP
824
Appleton Partners
Massachusetts
$343K – – –
SC
825
Stephens Consulting
Michigan
$341K +$339K +1,908 New
31 32
33
34 35