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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
576
Gibson Capital
Pennsylvania
$426K – – –
KTM
577
Keeler Thomas Management
Utah
$424K +$8K +62 +2%
GC
578
Grimes & Company
Massachusetts
$420K – – –
PPA
579
Parametric Portfolio Associates
Washington
$419K +$7.22K +56 +2%
BFC
580
Bedel Financial Consulting
Indiana
$414K +$4.26K +33 +1%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$411K +$35.5K +275 +11%
RA
582
Resolute Advisors
California
$408K +$370K +2,871 New
ACM
583
Anfield Capital Management
California
$405K +$129 +1 +0%
IA
584
IFG Advisory
Georgia
$400K -$23.9K -185 -6%
GT
585
Glenview Trust
Kentucky
$399K – – –
RMA
586
Roffman Miller Associates
Pennsylvania
$397K +$16.9K +131 +5%
AWM
587
Atticus Wealth Management
Florida
$397K +$293K +2,270 +432%
BWP
588
Baldwin Wealth Partners
Massachusetts
$397K +$360K +2,792 New
EPWM
589
Essex Private Wealth Management
Massachusetts
$393K – – –
SWA
590
Sax Wealth Advisors
New Jersey
$392K +$355K +2,753 New
PHS
591
Pekin Hardy Strauss
Illinois
$391K -$53.5K -415 -13%
IFG
592
Investors Financial Group
Minnesota
$390K +$387 +3 +0.1%
SCM
593
Southport Capital Management
Tennessee
$383K – – –
RFC
594
Regions Financial Corp
Alabama
$382K -$31.3K -243 -8%
NF
595
Nikulski Financial
Iowa
$382K -$3.23K -25 -0.9%
MCA
596
Magnolia Capital Advisors
Mississippi
$381K +$345K +2,678 New
BFPW
597
BOK Financial Private Wealth
Colorado
$379K -$48K -372 -12%
RWI
598
Red Wave Investments
Pennsylvania
$378K +$342K +2,655 New
SFPM
599
Sensible Financial Planning & Management
Massachusetts
$375K +$4.51K +35 +1%
SBIA
600
Sheaff Brock Investment Advisors
Indiana
$371K – – –
22 23
24
25 26