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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
Financial Alternatives
California
$836K -$13.2K -67 -1%
YWM
777
Yukon Wealth Management
Kansas
$835K +$886K +4,483 New
DAS
778
Diversify Advisory Services
Utah
$826K +$2.96K +15 +0.3%
CNBT
779
Canandaigua National Bank & Trust
New York
$826K -$48.2K -244 -5%
GIM
780
Goelzer Investment Management
Indiana
$825K – – –
CCM
781
Canal Capital Management
Virginia
$825K +$9.29K +47 +1%
CSIA
782
Conrad Siegel Investment Advisors
Pennsylvania
$825K -$198 -1 -0%
DI
783
Disciplined Investments
Oklahoma
$823K -$2.96K -15 -0.3%
BWA
784
Bestgate Wealth Advisors
Maryland
$822K +$119K +601 +16%
ST
785
Smithfield Trust
Pennsylvania
$822K +$6.91K +35 +0.8%
SIA
786
Soltis Investment Advisors
Utah
$817K +$7.11K +36 +0.8%
RWM
787
Ritholtz Wealth Management
New York
$816K -$6.52K -33 -0.7%
CCM
788
Cambridge Capital Management
Illinois
$812K +$5.33K +27 +0.6%
MA
789
Mezzasalma Advisors
New Jersey
$811K +$20K +101 +2%
RCI
790
RS Crum Inc
California
$810K -$4.54K -23 -0.5%
JCM
791
Jacobi Capital Management
Pennsylvania
$799K -$41.1K -208 -5%
TWP
792
Tyche Wealth Partners
Texas
$798K – – –
IA
793
IFG Advisors
Missouri
$794K +$1.19K +6 +0.1%
CHC
794
City Holding Co
West Virginia
$793K -$31K -157 -4%
DWA
795
Dougherty Wealth Advisers
Minnesota
$792K – – –
PPA
796
Painted Porch Advisors
California
$790K +$29K +147 +4%
LEA
797
Legacy Edge Advisors
New York
$786K -$11.7K -59 -1%
USCWA
798
U.S. Capital Wealth Advisors
Texas
$786K +$3.95K +20 +0.5%
NRG
799
Nemes Rush Group
Michigan
$785K -$15.8K -80 -2%
FSBI
800
Fearless Solutions (Best Invest)
Texas
$783K -$23.1K -117 -3%
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32
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