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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Evercore Wealth Management
New York
$346K – – –
AP
827
Appleton Partners
Massachusetts
$343K – – –
SC
828
Stephens Consulting
Michigan
$341K +$339K +1,908 New
ECM
829
Evergreen Capital Management
Washington
$341K – – –
BB
830
Busey Bank
Illinois
$340K – – –
ERIC
831
Eagle Rock Investment Company
Georgia
$338K +$336K +1,890 New
AWM
832
Aprio Wealth Management
Georgia
$337K +$335K +1,885 New
VFA
833
Voya Financial Advisors
Connecticut
$336K -$497K -2,794 -60%
KPW
834
Kore Private Wealth
New York
$336K +$334K +1,878 New
AFAS
835
Acorn Financial Advisory Services
Virginia
$335K +$31.3K +176 +10%
RTL
836
Red Tortoise LLC
Georgia
$334K -$399K -2,241 -55%
MMHP
837
Murphy Middleton Hinkle & Parker
Georgia
$334K +$3.56K +20 +1%
RWM
838
Rockwood Wealth Management
Pennsylvania
$333K +$331K +1,863 New
TFCP
839
Twin Focus Capital Partners
Massachusetts
$333K +$2.13K +12 +0.6%
TC
840
Titleist Capital
Texas
$332K +$331K +1,859 New
CAL
841
Capital Advisors Ltd
Ohio
$331K – – –
MFG
842
Merit Financial Group
Georgia
$330K +$24.5K +138 +8%
PIA
843
Pinion Investment Advisors
Kansas
$328K +$2.67K +15 +0.8%
T
844
TCWP
Ohio
$325K +$324K +1,820 New
SEM
845
Strategic Equity Management
Arizona
$323K -$52.6K -296 -14%
C1AG
846
Client 1st Advisory Group
Florida
$323K – – –
CIAS
847
Capital Investment Advisory Services
North Carolina
$320K -$34.3K -193 -10%
RC
848
RegentAtlantic Capital
New Jersey
$319K -$1.07K -6 -0.3%
KPWS
849
Kestra Private Wealth Services
Texas
$319K +$106K +594 +50%
VWA
850
V Wealth Advisors
Kansas
$315K +$17.3K +97 +6%
32 33
34
35 36