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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
926
Procyon Advisors
Connecticut
$491K +$60.6K +315 +15%
PWMA
927
Pension & Wealth Management Advisors
Massachusetts
$490K +$3.46K +18 +0.7%
SWM
928
Seed Wealth Management
Illinois
$490K – – –
FNBSF
929
First National Bank Sioux Falls
South Dakota
$487K -$48.1K -250 -9%
TMWM
930
Taylor & Morgan Wealth Management
Michigan
$485K -$69.8K -363 -13%
RRA
931
Round Rock Advisors
Connecticut
$483K – – –
AGC
932
Aspen Grove Capital
Colorado
$482K +$192 +1 +0%
RI
933
Rinkey Investments
California
$480K – – –
STA
934
Summit Trail Advisors
New York
$480K +$77.3K +402 +20%
SWM
935
Selective Wealth Management
Virginia
$478K -$28.1K -146 -6%
WA
936
Wambolt & Associates
Colorado
$478K -$66.5K -346 -13%
NFP
937
Narus Financial Partners
Utah
$477K -$2.88K -15 -0.6%
SCA
938
STALEY CAPITAL ADVISERS
Pennsylvania
$476K – – –
NAMNJ
939
NorthStar Asset Management (New Jersey)
New Jersey
$475K +$2.31K +12 +0.5%
ECG
940
EPIQ Capital Group
California
$474K +$4.61K +24 +1%
DWM
941
Dakota Wealth Management
Florida
$473K -$22.9K -119 -5%
SIC
942
Salem Investment Counselors
North Carolina
$468K +$4.42K +23 +1%
LWM
943
Lodestone Wealth Management
Washington
$466K -$41.3K -215 -8%
PA
944
Pinnacle Associates
New York
$464K +$114K +595 +30%
ERIC
945
Eagle Rock Investment Company
Georgia
$462K -$384 -2 -0.1%
CPWM
946
Cypress Point Wealth Management
Texas
$461K +$6.15K +32 +1%
BIA
947
Bell Investment Advisors
California
$457K +$35.6K +185 +9%
LAM
948
Lakewood Asset Management
Illinois
$455K +$117K +608 +37%
BCA
949
Ballentine Capital Advisors
South Carolina
$455K -$2.31K -12 -0.5%
AWM
950
Ariadne Wealth Management
California
$452K -$29.8K -155 -7%
36 37
38
39 40