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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
851
Bosun Asset Management
Illinois
$300K – – –
CWA
852
Consilium Wealth Advisory
Texas
$300K – – –
RG
853
Rathbones Group
United Kingdom
$300K – – –
RWA
854
Redmont Wealth Advisors
Illinois
$300K – – –
ECG
855
EPIQ Capital Group
California
$300K +$1.64K +10 +0.5%
HWAM
856
Hennion & Walsh Asset Management
New Jersey
$299K -$27.9K -170 -8%
AIM
857
Athena Investment Management
California
$299K – – –
SWP
858
Strategic Wealth Partners
Ohio
$297K +$325K +1,980 New
AWM
859
Altium Wealth Management
New York
$296K -$53.1K -324 -14%
AWM
860
Angeles Wealth Management
California
$296K – – –
DWM
861
Doyle Wealth Management
Florida
$295K +$8.69K +53 +3%
MA
862
Mezzasalma Advisors
New Jersey
$293K – – –
1IA
863
1834 Investment Advisors
Wisconsin
$291K +$229K +1,398 +257%
SC
864
Stephens Consulting
Michigan
$291K +$5.58K +34 +2%
AP
865
Appleton Partners
Massachusetts
$287K -$164 -1 -0.1%
BP
866
BBR Partners
New York
$284K -$479K -2,918 -61%
TC
867
TownSquare Capital
Utah
$284K -$27.4K -167 -8%
MMHP
868
Murphy Middleton Hinkle & Parker
Georgia
$280K – – –
FCM
869
Fourpath Capital Management
Oklahoma
$279K – – –
TFCP
870
Twin Focus Capital Partners
Massachusetts
$279K – – –
KCM
871
Kanawha Capital Management
Virginia
$279K +$15.6K +95 +5%
MHS
872
M Holdings Securities
Oregon
$278K -$27.6K -168 -8%
CAL
873
Capital Advisors Ltd
Ohio
$277K – – –
LWM
874
Laidlaw Wealth Management
New York
$276K -$8.2K -50 -3%
BPFA
875
Barnes Pettey Financial Advisors
Mississippi
$274K +$299K +1,826 New
33 34
35
36 37