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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
101
Brickley Wealth Management
California
$8.66M +$246K +2,192 +3%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$8.56M +$794K +7,082 +10%
PFM
103
Phillips Financial Management
Indiana
$8.43M +$12.7K +113 +0.1%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$8.36M +$53.6K +478 +0.6%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$8.31M -$46.2K -412 -0.5%
EH
106
Equitable Holdings
New York
$8.2M -$464K -4,136 -5%
ST
107
Spinnaker Trust
Maine
$8.17M +$4.88M +43,561 +144%
BWM
108
Baystate Wealth Management
Massachusetts
$8.16M -$1.2M -10,750 -13%
KCPG
109
Kavar Capital Partners Group
Kansas
$7.88M +$467K +4,164 +6%
AWM
110
AE Wealth Management
Kansas
$7.87M +$1.34M +11,995 +20%
CAN
111
Cetera Advisor Networks
California
$7.84M +$271K +2,422 +4%
TYCC
112
Texas Yale Capital Corp
Florida
$7.81M +$9.19K +82 +0.1%
PAG
113
Private Advisor Group
New Jersey
$7.75M -$97.5K -870 -1%
IA
114
IndexIQ Advisors
New York
$7.64M +$7.74M +69,061 New
KAS
115
Kestra Advisory Services
Texas
$7.59M +$7.75M +69,152 New
SWM
116
Shakespeare Wealth Management
Wisconsin
$7.59M +$415K +3,704 +6%
CM
117
Columbus Macro
Pennsylvania
$7.57M -$1.8M -16,043 -19%
EWM
118
Empirical Wealth Management
Washington
$7.13M +$1.35M +12,084 +23%
VI
119
Vestcor Inc
New Brunswick, Canada
$7.08M – – –
BAM
120
Baldrige Asset Management
Pennsylvania
$7.04M +$742K +6,618 +12%
SFG
121
SNS Financial Group
Minnesota
$6.83M +$751K +6,700 +12%
ONB
122
Old National Bancorp
Indiana
$6.49M +$452K +4,034 +7%
ECM
123
ExodusPoint Capital Management
New York
$6.37M +$6.45M +57,551 New
LFG
124
LifePlan Financial Group
Ohio
$6.28M +$425K +3,788 +7%
RFA
125
Radnor Financial Advisors
Pennsylvania
$6.21M +$395K +3,524 +7%
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