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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1351
Griffin Asset Management
New York
$200K +$1.23K +6 +0.6%
SIM
1352
Synergy Investment Management
Florida
$199K +$206K +1,005 New
ATC
1353
Advantage Trust Company
Kansas
$198K – – –
CB
1354
Community Bank
New York
$198K – – –
TCPG
1355
Trivant Custom Portfolio Group
California
$198K – – –
RIL
1356
Rothschild Investment LLC
Illinois
$191K – – –
BBHC
1357
Brown Brothers Harriman & Co
New York
$190K – – –
MIM
1358
Marshall Investment Management
Colorado
$183K +$187K +912 New
WA
1359
Whipplewood Advisors
Colorado
$181K +$188K +914 New
SSB
1360
Sandy Spring Bank
Maryland
$181K +$11.1K +54 +6%
SO
1361
Sierra Ocean
California
$180K +$186K +906 New
NRC
1362
New Republic Capital
North Carolina
$178K – – –
KSB
1363
Kennebec Savings Bank
Maine
$177K – – –
BFS
1364
Bare Financial Services
Pennsylvania
$173K – – –
LCM
1365
Logan Capital Management
Pennsylvania
$172K – – –
SWA
1366
Serenus Wealth Advisors
California
$170K +$4.08M +19,899 New
MSWM
1367
Mowery & Schoenfeld Wealth Management
Illinois
$167K – – –
OA
1368
Operose Advisors
Wisconsin
$165K +$85.8K +418 +101%
W
1369
WealthCollab
Washington
$163K – – –
PG
1370
Proffitt & Goodson
Tennessee
$155K – – –
TCM
1371
TD Capital Management
Tennessee
$147K – – –
AA
1372
Addison Advisors
Vermont
$145K – – –
1L
1373
10Elms LLP
Oklahoma
$143K +$148K +722 New
HHGA
1374
Halbert Hargrove Global Advisors
California
$142K +$147K +718 New
CA
1375
Crewe Advisors
Utah
$138K – – –
53 54
55
56 57