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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
501
Blue Barn Wealth
Utah
$2.22M -$22.7K -139 -1%
KDA
502
Kraft Davis & Associates
Missouri
$2.2M +$1.73M +10,610 +609%
ANTB
503
AMG National Trust Bank
Colorado
$2.2M -$8.16K -50 -0.4%
VW
504
Vance Wealth
California
$2.19M +$230K +1,410 +13%
PIMG
505
Patriot Investment Management Group
Tennessee
$2.16M -$8.98K -55 -0.5%
CFD
506
Creative Financial Designs
Indiana
$2.15M +$57.5K +352 +3%
BWM
507
Brown Wealth Management
Illinois
$2.13M -$330K -2,024 -15%
GAM
508
Gotham Asset Management
New York
$2.11M – – –
WPWM
509
Windward Private Wealth Management
Kansas
$2.11M -$753K -4,611 -28%
WSTAM
510
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M -$11.8K -72 -0.6%
AG
511
Ascent Group
Virginia
$2.08M -$177K -1,086 -9%
NRI
512
NFP Retirement Inc
California
$2.07M +$116K +712 +7%
CAL
513
Capital Analysts LLC
Pennsylvania
$2.07M +$35.9K +220 +2%
FUBT
514
First United Bank & Trust
Maryland
$2.07M -$65.3K -400 -3%
BCM
515
Brookstone Capital Management
Illinois
$2.05M -$7.99M -48,954 -81%
LEA
516
Legacy Edge Advisors
New York
$2.04M +$1.85M +11,350 New
NFP
517
NorthLanding Financial Partners
New York
$2.03M +$66.1K +405 +4%
TCWM
518
Total Clarity Wealth Management
Illinois
$2.01M +$1.44M +8,839 +381%
PL
519
Plancorp LLC
Missouri
$2M -$4.73K -29 -0.3%
ABC
520
Associated Banc-Corp
Wisconsin
$1.99M +$246K +1,508 +16%
VAM
521
Verity Asset Management
North Carolina
$1.99M +$433K +2,654 +32%
RA
522
Riversedge Advisors
Delaware
$1.98M -$256K -1,567 -12%
BHWM
523
Beaird Harris Wealth Management
Texas
$1.95M +$12.4K +76 +0.7%
WWA
524
WCG Wealth Advisors
Nevada
$1.95M +$25.3K +155 +1%
SJL
525
Shayne & Jacobs LLC
Tennessee
$1.95M – – –
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