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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
976
Rathbones Group
United Kingdom
$365K – – –
AIM
977
Athena Investment Management
California
$365K – – –
STA
978
Summit Trail Advisors
New York
$365K +$24K +130 +7%
SAM
979
Silvercrest Asset Management
New York
$363K +$18.7K +101 +5%
PA
980
Pinnacle Associates
New York
$362K +$32.5K +176 +10%
FCH
981
Freestone Capital Holdings
Washington
$362K -$13.9K -75 -4%
AWM
982
Angeles Wealth Management
California
$361K – – –
SWA
983
Sax Wealth Advisors
New Jersey
$360K -$87K -471 -19%
KP
984
Keel Point
Alabama
$360K -$19K -103 -5%
EPM
985
Elm Partners Management
Pennsylvania
$360K – – –
HIA
986
Harbor Investment Advisory
Maryland
$359K +$34.4K +186 +10%
WF
987
WoodTrust Financial
Wisconsin
$359K +$363K +1,965 New
TWM
988
Thrive Wealth Management
Pennsylvania
$359K -$3.33K -18 -0.9%
CB
989
Cadence Bank
Mississippi
$359K -$8.68K -47 -2%
AWM
990
Accurate Wealth Management
Florida
$357K -$11.1K -60 -3%
SC
991
Sapient Capital
Indiana
$355K – – –
AWC
992
Adamsbrown Wealth Consultants
Kansas
$353K – – –
EWM
993
Evercore Wealth Management
New York
$353K -$2.03K -11 -0.6%
C
994
CEDRUS
Colorado
$351K +$84.6K +458 +31%
WBCM
995
Wilson & Boucher Capital Management
California
$351K – – –
MMHP
996
Murphy Middleton Hinkle & Parker
Georgia
$350K – – –
TH
997
Team Hewins
California
$349K – – –
BBA
998
BLB&B Advisors
Pennsylvania
$348K +$6.46K +35 +2%
CFS
999
CGC Financial Services
Oregon
$347K – – –
SW
1000
SteelPeak Wealth
California
$346K +$7.76K +42 +2%
38 39
40
41 42