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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1351
CFO4Life Group
Texas
$201K +$208K +1,013 New
NG
1352
Northstar Group
New York
$201K +$616 +3 +0.3%
GAM
1353
Griffin Asset Management
New York
$200K +$1.23K +6 +0.6%
SIM
1354
Synergy Investment Management
Florida
$199K +$206K +1,005 New
ATC
1355
Advantage Trust Company
Kansas
$198K – – –
CB
1356
Community Bank
New York
$198K – – –
TCPG
1357
Trivant Custom Portfolio Group
California
$198K – – –
RIL
1358
Rothschild Investment LLC
Illinois
$191K – – –
BBHC
1359
Brown Brothers Harriman & Co
New York
$190K – – –
MIM
1360
Marshall Investment Management
Colorado
$183K +$187K +912 New
WA
1361
Whipplewood Advisors
Colorado
$181K +$188K +914 New
SSB
1362
Sandy Spring Bank
Maryland
$181K +$11.1K +54 +6%
SO
1363
Sierra Ocean
California
$180K +$186K +906 New
NRC
1364
New Republic Capital
North Carolina
$178K – – –
KSB
1365
Kennebec Savings Bank
Maine
$177K – – –
BFS
1366
Bare Financial Services
Pennsylvania
$173K – – –
LCM
1367
Logan Capital Management
Pennsylvania
$172K – – –
SWA
1368
Serenus Wealth Advisors
California
$170K +$4.08M +19,899 New
MSWM
1369
Mowery & Schoenfeld Wealth Management
Illinois
$167K – – –
OA
1370
Operose Advisors
Wisconsin
$165K +$85.8K +418 +101%
W
1371
WealthCollab
Washington
$163K – – –
PG
1372
Proffitt & Goodson
Tennessee
$155K – – –
TCM
1373
TD Capital Management
Tennessee
$147K – – –
AA
1374
Addison Advisors
Vermont
$145K – – –
1L
1375
10Elms LLP
Oklahoma
$143K +$148K +722 New
53 54
55
56 57