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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
126
Texas Yale Capital Corp
Florida
$10.1M +$22.7K +176 +0.2%
SWM
127
Shakespeare Wealth Management
Wisconsin
$10M +$237K +1,834 +3%
ONB
128
Old National Bancorp
Indiana
$9.75M +$1.27M +9,874 +17%
SPIA
129
Steward Partners Investment Advisory
New York
$9.74M +$2M +15,477 +29%
BAM
130
Baldrige Asset Management
Pennsylvania
$9.62M +$518K +4,017 +6%
JIC
131
Johnson Investment Counsel
Ohio
$9.5M +$3.88M +30,045 +82%
EDRIA
132
Edmonds Duncan Registered Investment Advisors
Kansas
$9.42M +$2.44M +18,893 +45%
VI
133
Vestcor Inc
New Brunswick, Canada
$9.1M – – –
SL
134
Systelligence LLC
Minnesota
$8.88M +$6.83M +52,917 +555%
FM
135
Foster & Motley
Ohio
$8.72M +$915K +7,093 +13%
AFS
136
Annapolis Financial Services
Maryland
$8.7M +$7.89M +61,201 New
CM
137
Columbus Macro
Pennsylvania
$8.52M -$1.09M -8,487 -12%
SCA
138
Spearhead Capital Advisors
Florida
$8.38M +$818K +6,341 +12%
PCG
139
Private Capital Group
Connecticut
$8.3M +$308K +2,391 +4%
RFA
140
Radnor Financial Advisors
Pennsylvania
$8.07M +$79.3K +615 +1%
MGIA
141
Moneta Group Investment Advisors
Missouri
$7.96M +$943K +7,312 +15%
ST
142
Spinnaker Trust
Maine
$7.94M -$2.32M -17,949 -24%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$7.78M +$7.06M +54,695 New
IA
144
IndexIQ Advisors
New York
$7.74M -$1.88M -14,610 -21%
PP
145
PrairieView Partners
Minnesota
$7.7M -$14.5M -112,419 -67%
SFP
146
Shepherd Financial Partners
Massachusetts
$7.59M +$4.7M +36,416 +217%
CWM
147
Cornerstone Wealth Management
Missouri
$7.52M -$305K -2,365 -4%
AW
148
Avion Wealth
Texas
$7.5M +$918K +7,116 +16%
WFM
149
Wolff Financial Management
Michigan
$7.48M -$115K -895 -2%
PWM
150
Praetorian Wealth Management
California
$7.47M +$239K +1,852 +4%
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