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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$15.9M -$10.9M -58,734 -42%
GIM
127
Glenmede Investment Management
Pennsylvania
$15.7M +$14.9M +80,551 New
HC
128
Hillman Company
Pennsylvania
$15.3M -$3.32M -17,928 -19%
PLU
129
Performa Ltd (US)
South Carolina
$15.1M +$1.54M +8,313 +12%
TW
130
Traveka Wealth
California
$14.9M +$270K +1,459 +2%
SPIA
131
Steward Partners Investment Advisory
New York
$14.8M -$1.84M -9,930 -12%
FC
132
Family CFO
California
$14.8M -$123K -664 -0.9%
LWP
133
LMG Wealth Partners
Louisiana
$14.7M -$4.07K -22 -0%
BF
134
Brooklyn FI
New York
$14.5M +$305K +1,647 +2%
QIM
135
Quest Investment Management
Oregon
$14.5M – – –
RF
136
Robinswood Financial
Washington
$14.3M -$144K -776 -1%
BEI
137
Benjamin Edwards Inc
Missouri
$14.3M +$322K +1,742 +2%
CWM
138
Capital Wealth Management
Rhode Island
$14.2M +$702K +3,790 +5%
CWM
139
Congress Wealth Management
Massachusetts
$14.2M -$3.97M -21,446 -23%
PPW
140
Presilium Private Wealth
Pennsylvania
$14.1M +$839K +4,533 +7%
JCM
141
Jacobsen Capital Management
Utah
$13.9M +$636K +3,436 +5%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$13.8M -$111K -600 -0.8%
TWM
143
Tradition Wealth Management
Minnesota
$13.7M +$347K +1,874 +3%
P
144
&Partners
Tennessee
$13.7M +$2.07M +11,201 +19%
AI
145
Arvest Investments
Arkansas
$13.6M +$64.6K +349 +0.5%
PFM
146
Phillips Financial Management
Indiana
$13.3M -$87K -470 -0.7%
TYCC
147
Texas Yale Capital Corp
Florida
$13.2M +$628K +3,393 +5%
MWM
148
Meridian Wealth Management
Kentucky
$13.1M +$1.66M +8,972 +15%
AC
149
Apella Capital
Connecticut
$12.8M +$135K +727 +1%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$12.5M -$32.9K -178 -0.3%
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