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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Accel Wealth Management
Iowa
$24K – – –
DAM
927
Delta Asset Management
Tennessee
$24K – – –
HWA
928
HHM Wealth Advisors
Tennessee
$24K – – –
CB
929
CNB Bank
Pennsylvania
$24K +$13.7K +80 +127%
PA
930
PSI Advisors
Florida
$23K +$23.6K +138 New
IWP
931
IAG Wealth Partners
Wisconsin
$22K – – –
HIA
932
Harbor Investment Advisory
Maryland
$21K – – –
VCM
933
Vigilant Capital Management
Maine
$21K +$20.9K +122 New
GEA
934
Glen Eagle Advisors
New Jersey
$20.1K – – –
CDIA
935
Capital Directions Investment Advisors
Georgia
$18K -$11.8K -69 -40%
APW
936
Acima Private Wealth
Virginia
$18K +$17.8K +104 New
CC
937
Chicago Capital
Illinois
$18K +$18.5K +108 New
CPC
938
Consolidated Planning Corp
Georgia
$18K +$18.7K +109 New
DOA
939
D'Orazio & Associates
Virginia
$17K – – –
CCM
940
Covington Capital Management
California
$16K +$11.1K +65 +224%
TF
941
Tompkins Financial
New York
$16K +$15.8K +92 New
HA
942
Herold Advisors
New York
$16K +$17.1K +100 New
LS
943
Leelyn Smith
Illinois
$14K -$514 -3 -3%
HWM
944
HighMark Wealth Management
Minnesota
$14K +$4.28K +25 +45%
ACA
945
Aptus Capital Advisors
Alabama
$13K -$2.4K -14 -16%
BA
946
Bellwether Advisors
Nebraska
$13K – – –
GKWIM
947
Gerber Kawasaki Wealth & Investment Management
California
$13K +$13.7K +80 New
PPWM
948
PFG Private Wealth Management
Florida
$13K +$13.7K +80 New
BCM
949
Blume Capital Management
California
$12K – – –
EIP
950
Ellis Investment Partners
Pennsylvania
$12K – – –
36 37
38
39 40