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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1151
Melfa Wealth Management
Massachusetts
$330K +$2.78K +15 +0.9%
FT
1152
Fiduciary Trust
Massachusetts
$329K -$70K -378 -18%
DT
1153
Diversified Trust
Tennessee
$328K +$311K +1,681 New
NAS
1154
Nicolet Advisory Services
Wisconsin
$327K -$11.7K -63 -4%
NEPWA
1155
New England Private Wealth Advisors
Massachusetts
$327K +$1.3K +7 +0.4%
AWM
1156
Accel Wealth Management
Iowa
$327K +$1.85K +10 +0.6%
BP
1157
BWM Planning
Texas
$322K – – –
CIA
1158
Capital Investment Advisors
Georgia
$319K +$45.4K +245 +18%
MIM
1159
Marco Investment Management
Georgia
$318K – – –
KDA
1160
Kraft Davis & Associates
Missouri
$318K -$1.75M -9,481 -86%
SB
1161
Semitam Bonam
New York
$318K +$302K +1,630 New
AC
1162
Annandale Capital
Texas
$317K – – –
PWMAG
1163
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$40.2K -217 -12%
KPWM
1164
KDK Private Wealth Management
Texas
$316K -$2.96K -16 -1%
TA
1165
TPG Advisors
Illinois
$315K +$51.8K +280 +21%
BWP
1166
Barlow Wealth Partners
Kentucky
$315K +$17K +92 +6%
WJA
1167
Willis Johnson & Associates
Texas
$314K – – –
VCA
1168
Verdence Capital Advisors
Maryland
$314K -$188K -1,018 -39%
PAIM
1169
Punch & Associates Investment Management
Minnesota
$314K +$84.4K +456 +40%
BF
1170
Bonfire Financial
Colorado
$313K -$926 -5 -0.3%
AA
1171
Argent Advisors
Louisiana
$312K – – –
PEA
1172
Park Edge Advisors
Ohio
$312K – – –
AWA
1173
Amplius Wealth Advisors
Pennsylvania
$310K – – –
CI
1174
Ceera Investments
Texas
$310K – – –
TH
1175
Team Hewins
California
$310K – – –
45 46
47
48 49