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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
976
Bosun Asset Management
Illinois
$365K – – –
RG
977
Rathbones Group
United Kingdom
$365K – – –
AIM
978
Athena Investment Management
California
$365K – – –
STA
979
Summit Trail Advisors
New York
$365K +$24K +130 +7%
SAM
980
Silvercrest Asset Management
New York
$363K +$18.7K +101 +5%
PA
981
Pinnacle Associates
New York
$362K +$32.5K +176 +10%
FCH
982
Freestone Capital Holdings
Washington
$362K -$13.9K -75 -4%
AWM
983
Angeles Wealth Management
California
$361K – – –
SWA
984
Sax Wealth Advisors
New Jersey
$360K -$87K -471 -19%
KP
985
Keel Point
Alabama
$360K -$19K -103 -5%
EPM
986
Elm Partners Management
Pennsylvania
$360K – – –
HIA
987
Harbor Investment Advisory
Maryland
$359K +$34.4K +186 +10%
WF
988
WoodTrust Financial
Wisconsin
$359K +$363K +1,965 New
TWM
989
Thrive Wealth Management
Pennsylvania
$359K -$3.33K -18 -0.9%
CB
990
Cadence Bank
Mississippi
$359K -$8.68K -47 -2%
AWM
991
Accurate Wealth Management
Florida
$357K -$11.1K -60 -3%
SC
992
Sapient Capital
Indiana
$355K – – –
AWC
993
Adamsbrown Wealth Consultants
Kansas
$353K – – –
EWM
994
Evercore Wealth Management
New York
$353K -$2.03K -11 -0.6%
C
995
CEDRUS
Colorado
$351K +$84.6K +458 +31%
WBCM
996
Wilson & Boucher Capital Management
California
$351K – – –
MMHP
997
Murphy Middleton Hinkle & Parker
Georgia
$350K – – –
TH
998
Team Hewins
California
$349K – – –
BBA
999
BLB&B Advisors
Pennsylvania
$348K +$6.46K +35 +2%
CFS
1000
CGC Financial Services
Oregon
$347K – – –
38 39
40
41 42