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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
151
Verus Financial Partners
Virginia
$286K -$619 -7 -0.2%
BJL
152
Brighton Jones LLC
Washington
$277K -$5.13K -58 -2%
LI
153
LMCG Investments
Massachusetts
$271K +$8.94K +101 +3%
HNB
154
Huntington National Bank
Ohio
$265K – – –
WP
155
WMS Partners
Maryland
$262K – – –
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$254K – – –
PCM
157
Parsons Capital Management
Rhode Island
$249K +$12.4K +140 +5%
WA
158
WFG Advisors
Texas
$245K +$177K +2,000 +280%
RMCM
159
Reynders McVeigh Capital Management
Massachusetts
$235K -$8.85K -100 -4%
BFPW
160
BOK Financial Private Wealth
Colorado
$233K – – –
CFSG
161
Community Financial Services Group
Vermont
$229K – – –
NES
162
New England Securities
New York
$217K +$75.3K +851 +55%
SC
163
SouthState Corp
Florida
$215K -$78.1K -883 -27%
ABC
164
Associated Banc-Corp
Wisconsin
$214K +$210K +2,373 New
AF
165
Allworth Financial
California
$211K +$207K +2,343 New
SSB
166
Sandy Spring Bank
Maryland
$203K -$25.8K -292 -11%
WCM
167
Wealthcare Capital Management
Virginia
$202K – – –
RIA
168
Regal Investment Advisors
Michigan
$178K -$90.2K -1,019 -34%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$174K +$12.7K +144 +8%
FWM
170
Focused Wealth Management
New York
$162K +$159K +1,801 New
AC
171
Alexandria Capital
Virginia
$159K -$30.4K -344 -16%
1IC
172
1919 Investment Counsel
Maryland
$151K – – –
PSUF
173
People's United Financial
Connecticut
$142K – – –
JA
174
JOYN Advisors
Georgia
$135K +$133K +1,500 New
PWAG
175
Polaris Wealth Advisory Group
California
$123K +$34.5K +390 +40%
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