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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
Silvercrest Asset Management
New York
$362K -$224K -1,243 -40%
SFC
1002
Strategic Financial Concepts
Texas
$362K +$340K +1,885 New
SA
1003
Skyline Advisors
Washington
$361K +$27.1K +150 +9%
FMTC
1004
Farmers & Merchants Trust Company
California
$360K +$339K +1,878 New
BBA
1005
BLB&B Advisors
Pennsylvania
$359K +$15.9K +88 +5%
NAS
1006
Nicolet Advisory Services
Wisconsin
$359K -$495K -2,744 -59%
SFS
1007
Summit Financial Strategies
Ohio
$358K +$1.62K +9 +0.5%
NLP
1008
Next Level Private
New York
$358K -$722 -4 -0.2%
CAL
1009
Capital Advisors Ltd
Ohio
$357K +$1.26K +7 +0.4%
KCM
1010
Kanawha Capital Management
Virginia
$356K +$2.71K +15 +0.8%
STA
1011
Summit Trail Advisors
New York
$356K +$11.7K +65 +4%
NHT
1012
New Hampshire Trust
New Hampshire
$356K +$124K +688 +59%
TFCP
1013
Twin Focus Capital Partners
Massachusetts
$355K – – –
PEA
1014
Park Edge Advisors
Ohio
$354K +$361 +2 +0.1%
BFPW
1015
BOK Financial Private Wealth
Colorado
$354K -$3.97K -22 -1%
SW
1016
SteelPeak Wealth
California
$354K -$26.3K -146 -7%
SYBT
1017
Stock Yards Bank & Trust
Kentucky
$354K – – –
S4W
1018
Solutions 4 Wealth
Texas
$353K – – –
AT
1019
American Trust
Kentucky
$351K -$285K -1,577 -46%
MWM
1020
Melfa Wealth Management
Massachusetts
$350K +$42K +233 +15%
BIA
1021
Bell Investment Advisors
California
$350K +$8.3K +46 +3%
BPFA
1022
Barnes Pettey Financial Advisors
Mississippi
$349K +$1.26K +7 +0.4%
PA
1023
Pinnacle Associates
New York
$347K -$139K -771 -30%
C1AG
1024
Client 1st Advisory Group
Florida
$347K – – –
AWM
1025
Accurate Wealth Management
Florida
$346K -$5.59K -31 -2%
39 40
41
42 43