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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
876
Pinion Investment Advisors
Kansas
$311K -$11.3K -65 -4%
KCM
877
Kanawha Capital Management
Virginia
$311K +$308K +1,769 New
TNA
878
True North Advisors
Texas
$310K – – –
VWA
879
V Wealth Advisors
Kansas
$310K +$348 +2 +0.1%
MFA
880
Mayflower Financial Advisors
Massachusetts
$309K -$44.2K -254 -13%
CGA
881
Crescent Grove Advisors
Illinois
$309K – – –
WTC
882
WhitTier Trust Company
Nevada
$308K -$33.6K -193 -10%
DWP
883
Destiny Wealth Partners
Florida
$307K +$100K +578 +49%
BBHC
884
Brown Brothers Harriman & Co
New York
$303K +$21.7K +125 +8%
CHA
885
Carmichael Hill & Associates
Maryland
$301K +$12.2K +70 +4%
HC
886
Hamilton Capital
Ohio
$300K +$348 +2 +0.1%
1SB
887
1ST Source Bank
Indiana
$298K -$8.69K -50 -3%
SFS
888
Summit Financial Strategies
Ohio
$297K – – –
CBN
889
Cadence Bank NA
Texas
$297K +$48.9K +281 +20%
RPWA
890
Regent Peak Wealth Advisors
Georgia
$296K -$6.78K -39 -2%
BWM
891
Benchmark Wealth Management
Connecticut
$295K +$79.1K +455 +37%
RTS
892
Round Table Services
New Jersey
$295K +$292K +1,679 New
B
893
Bridgeworth
Alabama
$294K -$5.91K -34 -2%
OA
894
Operose Advisors
Wisconsin
$294K +$869 +5 +0.3%
CAN
895
Claraphi Advisory Network
United States
$291K -$1.79M -10,272 -86%
RC
896
Rovin Capital
Arizona
$290K – – –
KF
897
Krilogy Financial
Missouri
$287K -$16.9K -97 -6%
SSWM
898
Sheets Smith Wealth Management
North Carolina
$287K -$12.7K -73 -4%
SF
899
Safeguard Financial
Wisconsin
$287K +$284K +1,633 New
KFGK
900
Keystone Financial Group (Kentucky)
Kentucky
$282K +$522 +3 +0.2%
34 35
36
37 38