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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGNY
851
Retirement Planning Group (New York)
New York
$856K +$294K +1,402 +53%
AIM
852
Anchor Investment Management
South Carolina
$855K -$2.93K -14 -0.3%
CNBT
853
Canandaigua National Bank & Trust
New York
$854K -$68.9K -329 -8%
MWP
854
Madison Wealth Partners
Wisconsin
$852K +$129K +616 +18%
CHC
855
City Holding Co
West Virginia
$851K -$31.4K -150 -4%
ST
856
Smithfield Trust
Pennsylvania
$845K – – –
LL
857
LPWM LLC
Minnesota
$842K +$368K +1,758 +79%
EFP
858
Envision Financial Planning
Tennessee
$842K – – –
AMM
859
American Money Management
California
$839K +$38.3K +183 +5%
EFG
860
Embree Financial Group
Illinois
$835K +$1.88K +9 +0.2%
BI
861
Berkeley Inc
Idaho
$835K -$31.6K -151 -4%
MWM
862
MorganRosel Wealth Management
Colorado
$833K +$60.3K +288 +8%
HIP
863
HUB Investment Partners
Texas
$830K -$25.3K -121 -3%
WH
864
Willner & Heller
California
$829K +$25.3K +121 +3%
ACM
865
Armbruster Capital Management
New York
$828K – – –
MAG
866
Mayfair Advisory Group
Alabama
$821K +$7.33K +35 +0.9%
OCM
867
One Capital Management
California
$815K +$422K +2,016 +110%
SWA
868
Sightline Wealth Advisors
Connecticut
$811K +$15.5K +74 +2%
SAG
869
SageView Advisory Group
California
$809K -$165K -790 -17%
FWM
870
Fonville Wealth Management
Virginia
$802K -$22K -105 -3%
CCC
871
Compass Capital Corp
Massachusetts
$801K +$1.68K +8 +0.2%
QFA
872
Quantum Financial Advisors
California
$800K -$42.1K -201 -5%
RIS
873
Richmond Investment Services
Wisconsin
$799K +$3.14K +15 +0.4%
LSPW
874
Lake Street Private Wealth
Illinois
$794K +$3.35K +16 +0.4%
MCA
875
Magnolia Capital Advisors
Mississippi
$789K +$6.49K +31 +0.8%
33 34
35
36 37