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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
851
Mezzasalma Advisors
New Jersey
$344K – – –
CIAS
852
Capital Investment Advisory Services
North Carolina
$344K +$28.5K +164 +9%
VVP
853
Venture Visionary Partners
Ohio
$342K -$17.7K -102 -5%
IIC
854
Integrated Investment Consultants
Michigan
$341K +$45K +259 +15%
AP
855
Appleton Partners
Massachusetts
$337K – – –
RTL
856
Red Tortoise LLC
Georgia
$337K +$8.35K +48 +3%
DWM
857
Doyle Wealth Management
Florida
$337K +$107K +618 +48%
RC
858
RegentAtlantic Capital
New Jersey
$336K +$21.6K +124 +7%
PFG
859
PAX Financial Group
Texas
$336K +$62.8K +361 +23%
SC
860
Stephens Consulting
Michigan
$336K – – –
AA
861
Argent Advisors
Louisiana
$335K -$6.26K -36 -2%
BB
862
Busey Bank
Illinois
$334K – – –
LWM
863
Laidlaw Wealth Management
New York
$333K -$38.4K -221 -10%
GI
864
Gradient Investments
Minnesota
$331K +$58.2K +335 +22%
MMHP
865
Murphy Middleton Hinkle & Parker
Georgia
$329K – – –
RWM
866
Rockwood Wealth Management
Pennsylvania
$328K +$348 +2 +0.1%
FCM
867
Fourpath Capital Management
Oklahoma
$328K -$14.3K -82 -4%
TFCP
868
Twin Focus Capital Partners
Massachusetts
$328K – – –
SB
869
Strategic Blueprint
Georgia
$327K +$52.3K +301 +19%
CAL
870
Capital Advisors Ltd
Ohio
$326K – – –
LWP
871
Lumature Wealth Partners
Georgia
$323K -$44.2K -254 -12%
C1AG
872
Client 1st Advisory Group
Florida
$318K – – –
SG
873
StoneX Group
New York
$316K +$93.2K +536 +43%
VNB
874
Virginia National Bank
Virginia
$315K +$311K +1,790 New
MW
875
Milestone Wealth
New York
$312K – – –
33 34
35
36 37