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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
501
Associated Banc-Corp
Wisconsin
$2.22M +$90.9K +504 +5%
FUBT
502
First United Bank & Trust
Maryland
$2.21M +$2.71K +15 +0.1%
SMA
503
Sage Mountain Advisors
Georgia
$2.2M -$415K -2,300 -17%
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$2.18M +$140K +778 +7%
AFAS
505
Acorn Financial Advisory Services
Virginia
$2.15M -$238K -1,320 -11%
GWM
506
Geneos Wealth Management
Colorado
$2.14M -$302K -1,675 -13%
AG
507
Ascent Group
Virginia
$2.13M -$72.9K -404 -4%
FFP
508
Forbes Financial Planning
Rhode Island
$2.1M +$677K +3,753 +52%
CCM
509
Coldstream Capital Management
Washington
$2.1M -$394K -2,185 -17%
GBT
510
Grove Bank & Trust
Florida
$2.09M +$147K +813 +8%
SJL
511
Shayne & Jacobs LLC
Tennessee
$2.08M – – –
RIA
512
Regal Investment Advisors
Michigan
$2.07M +$34.5K +191 +2%
WIP
513
WealthCare Investment Partners
Rhode Island
$2.07M -$640K -3,546 -25%
BCI
514
Brinker Capital Investments
Pennsylvania
$2.06M +$335K +1,858 +21%
OPS
515
Orion Portfolio Solutions
Nebraska
$2.06M +$335K +1,858 +21%
RC
516
Roundview Capital
New Jersey
$2.05M -$180 -1 -0%
PA
517
Probity Advisors
Texas
$2.05M – – –
BHWM
518
Beaird Harris Wealth Management
Texas
$2.03M -$45.1K -250 -2%
MFG
519
Magnus Financial Group
New York
$2.03M -$5.59K -31 -0.3%
TCM
520
Telos Capital Management
California
$2.02M -$29.6K -164 -2%
ADL
521
Asset Dedication LLC
California
$2.02M +$50K +277 +3%
WB
522
WesBanco Bank
West Virginia
$2.01M +$694K +3,845 +58%
HI
523
Harbour Investments
Wisconsin
$2.01M +$41.1K +228 +2%
MGW
524
MB Generational Wealth
Washington
$1.99M -$782K -4,331 -42%
KAM
525
Kraft Asset Management
Tennessee
$1.98M -$76.3K -423 -4%
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