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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1001
Adamsbrown Wealth Consultants
Kansas
$348K – – –
HAS
1002
HBW Advisory Services
California
$346K +$314K +1,924 New
MIM
1003
Marco Investment Management
Georgia
$346K -$28.7K -176 -8%
AWM
1004
Accurate Wealth Management
Florida
$346K -$85.1K -521 -21%
CGPCS
1005
Capital Group Private Client Services
California
$345K +$313K +1,917 New
MMHP
1006
Murphy Middleton Hinkle & Parker
Georgia
$344K – – –
MA
1007
Mezzasalma Advisors
New Jersey
$343K – – –
BAM
1008
BTS Asset Management
Massachusetts
$342K -$250K -1,534 -45%
CFS
1009
CGC Financial Services
Oregon
$342K – – –
CAM
1010
Cidel Asset Management
Ontario, Canada
$342K -$65.3K -400 -17%
EFG
1011
Embree Financial Group
Illinois
$342K +$310K +1,899 New
SC
1012
Sapient Capital
Indiana
$341K +$310K +1,896 New
VA
1013
Valmark Advisers
Ohio
$337K -$110K -676 -27%
NLP
1014
Next Level Private
New York
$336K +$163 +1 +0.1%
BFPW
1015
BOK Financial Private Wealth
Colorado
$336K -$80.6K -494 -21%
SFS
1016
Summit Financial Strategies
Ohio
$334K +$979 +6 +0.3%
CAL
1017
Capital Advisors Ltd
Ohio
$333K – – –
TFCP
1018
Twin Focus Capital Partners
Massachusetts
$333K – – –
FWM
1019
Fairhaven Wealth Management
Illinois
$332K – – –
PEA
1020
Park Edge Advisors
Ohio
$332K +$12.7K +78 +4%
SYBT
1021
Stock Yards Bank & Trust
Kentucky
$332K +$33.1K +203 +12%
KCM
1022
Kanawha Capital Management
Virginia
$332K +$2.94K +18 +1%
S4W
1023
Solutions 4 Wealth
Texas
$331K +$301K +1,841 New
GHAM
1024
Gilman Hill Asset Management
Connecticut
$328K – – –
BPFA
1025
Barnes Pettey Financial Advisors
Mississippi
$326K -$1.63K -10 -0.5%
39 40
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42 43