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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
901
Hudson Value Partners
Florida
$278K +$13.4K +77 +5%
PWMAG
902
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$275K +1,581 New
HAS
903
HBW Advisory Services
California
$276K -$24.2K -139 -8%
NAS
904
Nicolet Advisory Services
Wisconsin
$276K +$174 +1 +0.1%
CI
905
Ceera Investments
Texas
$275K -$6.08K -35 -2%
WS
906
Wedbush Securities
California
$275K +$17.9K +103 +7%
PFBT
907
Parkside Financial Bank & Trust
Missouri
$274K – – –
NLP
908
Next Level Private
New York
$274K +$3.83K +22 +1%
S
909
SignatureFD
Georgia
$273K +$20.5K +118 +8%
SWRP
910
Summit Wealth & Retirement Planning
California
$270K +$67.8K +390 +34%
FA
911
Fiducient Advisors
Illinois
$267K – – –
GLA
912
Good Life Advisors
Pennsylvania
$267K +$55.8K +321 +27%
SAM
913
Summit Asset Management
Tennessee
$264K – – –
SAM
914
Seelaus Asset Management
New Jersey
$264K +$2.43K +14 +0.9%
SFG
915
StrategIQ Financial Group
Indiana
$263K – – –
HCA
916
Harbour Capital Advisors
Virginia
$262K – – –
SCM
917
Shelton Capital Management
Colorado
$262K +$259K +1,490 New
CAC
918
Certified Advisory Corp
Florida
$261K +$22.9K +132 +10%
PG
919
Proffitt & Goodson
Tennessee
$261K +$257K +1,481 New
CWP
920
Corepath Wealth Partners
Arizona
$260K – – –
TSWM
921
Tyler-Stone Wealth Management
Ohio
$260K +$5.74K +33 +2%
TA
922
TFG Advisers
Michigan
$258K +$1.22K +7 +0.5%
FWM
923
Fairhaven Wealth Management
Illinois
$257K – – –
EK
924
Evensky & Katz
Florida
$255K +$869 +5 +0.3%
SYBT
925
Stock Yards Bank & Trust
Kentucky
$253K – – –
35 36
37
38 39