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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
651
Dorsey & Whitney Trust
South Dakota
$504K -$6.93K -40 -1%
PG
652
Prostatis Group
Maryland
$503K -$43.8K -253 -8%
RA
653
Resolute Advisors
California
$502K +$1.73K +10 +0.3%
AIM
654
Anchor Investment Management
South Carolina
$502K +$36.7K +212 +8%
PBF
655
Petix & Botte Financial
California
$500K -$71.4K -412 -13%
BWP
656
Baldwin Wealth Partners
Massachusetts
$495K +$10.1K +58 +2%
TSS
657
Two Sigma Securities
New York
$495K +$494K +2,853 New
IC
658
IEQ Capital
California
$494K +$493K +2,844 New
RWI
659
Red Wave Investments
Pennsylvania
$493K – – –
GT
660
Glenview Trust
Kentucky
$487K – – –
EPWM
661
Essex Private Wealth Management
Massachusetts
$481K – – –
NFP
662
Novak Financial Planning
Maryland
$479K +$251K +1,451 +111%
CHC
663
City Holding Co
West Virginia
$476K +$186K +1,071 +64%
BFC
664
Bedel Financial Consulting
Indiana
$474K -$19.4K -112 -4%
RMA
665
Roffman Miller Associates
Pennsylvania
$470K +$1.73K +10 +0.4%
TFA
666
Teamwork Financial Advisors
Texas
$469K +$468K +2,700 New
FFA
667
Founders Financial Alliance
North Carolina
$464K +$49.9K +288 +12%
GP
668
Greenline Partners
New York
$462K +$461K +2,660 New
MCA
669
Magnolia Capital Advisors
Mississippi
$459K -$6.41K -37 -1%
ISL
670
Ingalls & Snyder LLC
New York
$457K – – –
VWA
671
V Wealth Advisors
Kansas
$453K +$170K +981 +60%
SWM
672
Selective Wealth Management
Virginia
$449K -$60.8K -351 -12%
MFA
673
McClarren Financial Advisors
Pennsylvania
$449K +$91.8K +530 +26%
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$436K +$8.84K +51 +2%
SFPM
675
Sensible Financial Planning & Management
Massachusetts
$431K -$26.3K -152 -6%
25 26
27
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