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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
826
Eagle Rock Investment Company
Georgia
$338K +$336K +1,890 New
AWM
827
Aprio Wealth Management
Georgia
$337K +$335K +1,885 New
VFA
828
Voya Financial Advisors
Connecticut
$336K -$497K -2,794 -60%
KPW
829
Kore Private Wealth
New York
$336K +$334K +1,878 New
AFAS
830
Acorn Financial Advisory Services
Virginia
$335K +$31.3K +176 +10%
RTL
831
Red Tortoise LLC
Georgia
$334K -$399K -2,241 -55%
MMHP
832
Murphy Middleton Hinkle & Parker
Georgia
$334K +$3.56K +20 +1%
RWM
833
Rockwood Wealth Management
Pennsylvania
$333K +$331K +1,863 New
TFCP
834
Twin Focus Capital Partners
Massachusetts
$333K +$2.13K +12 +0.6%
TC
835
Titleist Capital
Texas
$332K +$331K +1,859 New
CAL
836
Capital Advisors Ltd
Ohio
$331K – – –
MFG
837
Merit Financial Group
Georgia
$330K +$24.5K +138 +8%
PIA
838
Pinion Investment Advisors
Kansas
$328K +$2.67K +15 +0.8%
T
839
TCWP
Ohio
$325K +$324K +1,820 New
SEM
840
Strategic Equity Management
Arizona
$323K -$52.6K -296 -14%
C1AG
841
Client 1st Advisory Group
Florida
$323K – – –
CIAS
842
Capital Investment Advisory Services
North Carolina
$320K -$34.3K -193 -10%
RC
843
RegentAtlantic Capital
New Jersey
$319K -$1.07K -6 -0.3%
KPWS
844
Kestra Private Wealth Services
Texas
$319K +$106K +594 +50%
VWA
845
V Wealth Advisors
Kansas
$315K +$17.3K +97 +6%
TNA
846
True North Advisors
Texas
$315K +$314K +1,765 New
HWAM
847
Hennion & Walsh Asset Management
New Jersey
$314K +$312K +1,753 New
CGA
848
Crescent Grove Advisors
Illinois
$314K +$312K +1,754 New
1SB
849
1ST Source Bank
Indiana
$312K -$8.89K -50 -3%
MW
850
Milestone Wealth
New York
$312K +$310K +1,742 New
32 33
34
35 36