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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
926
Rathbones Group
United Kingdom
$319K – – –
AIM
927
Athena Investment Management
California
$319K – – –
WFA
928
West Financial Advisors
Iowa
$316K -$11.7K -70 -3%
CHA
929
Carmichael Hill & Associates
Maryland
$316K -$2.67K -16 -0.8%
LCM
930
Liberty Capital Management
Michigan
$311K +$326K +1,951 New
EWM
931
Evercore Wealth Management
New York
$310K – – –
AWC
932
Adamsbrown Wealth Consultants
Kansas
$309K – – –
HIP
933
HUB Investment Partners
Texas
$308K -$12.7K -76 -4%
HWA
934
HHM Wealth Advisors
Tennessee
$305K – – –
MMHP
935
Murphy Middleton Hinkle & Parker
Georgia
$304K +$6.52K +39 +2%
MA
936
Mezzasalma Advisors
New Jersey
$304K – – –
CFS
937
CGC Financial Services
Oregon
$303K – – –
API
938
Advisor Partners II
California
$301K -$297K -1,779 -49%
BBA
939
BLB&B Advisors
Pennsylvania
$301K +$19.4K +116 +7%
DWM
940
Defined Wealth Management
Oregon
$299K +$15.5K +93 +5%
SFS
941
Summit Financial Strategies
Ohio
$295K +$1K +6 +0.3%
TFCP
942
Twin Focus Capital Partners
Massachusetts
$295K – – –
CAL
943
Capital Advisors Ltd
Ohio
$295K – – –
FWM
944
Fairhaven Wealth Management
Illinois
$295K – – –
SW
945
SteelPeak Wealth
California
$294K – – –
NLP
946
Next Level Private
New York
$293K – – –
OWM
947
Opes Wealth Management
California
$291K -$655K -3,916 -68%
KCM
948
Kanawha Capital Management
Virginia
$291K +$7.52K +45 +3%
BPFA
949
Barnes Pettey Financial Advisors
Mississippi
$290K – – –
GHAM
950
Gilman Hill Asset Management
Connecticut
$290K – – –
36 37
38
39 40