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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Colonial Trust
South Carolina
$242K +$42.5K +267 +21%
WAG
1002
Winthrop Advisory Group
Massachusetts
$241K +$478 +3 +0.2%
WHCI
1003
W.H. Cornerstone Investments
Massachusetts
$240K +$478 +3 +0.2%
SPWM
1004
Schrum Private Wealth Management
Florida
$239K – – –
AA
1005
Argent Advisors
Louisiana
$238K – – –
SAM
1006
Summit Asset Management
Tennessee
$238K – – –
KP
1007
Keel Point
Alabama
$238K +$238K +1,497 New
ACM
1008
Arlington Capital Management
Illinois
$236K +$237K +1,486 New
SG
1009
StoneX Group
New York
$235K +$236K +1,482 New
PG
1010
Proffitt & Goodson
Tennessee
$235K – – –
HBW
1011
Hazlett, Burt & Watson
West Virginia
$231K +$26.6K +167 +13%
WIM
1012
Warwick Investment Management
Texas
$229K – – –
SC
1013
Stephens Consulting
Michigan
$229K -$40.9K -257 -15%
MLA
1014
My Legacy Advisors
Oregon
$228K -$161K -1,013 -44%
MW
1015
Marcum Wealth
Ohio
$228K -$92.2K -579 -29%
PEA
1016
Park Edge Advisors
Ohio
$227K +$228K +1,431 New
SAM
1017
Secure Asset Management
Michigan
$227K +$228K +1,430 New
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$226K -$3.98K -25 -2%
CAM
1019
Columbia Asset Management
Michigan
$226K – – –
GW
1020
GW & Wade
Massachusetts
$226K +$226K +1,420 New
PA
1021
Pinnacle Associates
New York
$225K +$225K +1,416 New
IAG
1022
Investment Advisory Group
Massachusetts
$224K +$225K +1,412 New
WF
1023
WoodTrust Financial
Wisconsin
$224K +$225K +1,413 New
CAS
1024
Coppell Advisory Solutions
Texas
$223K +$224K +1,405 New
CASC
1025
Coppell Advisory Solutions Corp
Texas
$223K +$224K +1,405 New
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