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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1026
Tyche Wealth Partners
Texas
$575K +$224 +1 +0%
FNBSF
1027
First National Bank Sioux Falls
South Dakota
$574K – – –
DT
1028
Diversified Trust
Tennessee
$573K +$206K +921 +54%
WF
1029
WoodTrust Financial
Wisconsin
$573K -$96.4K -431 -14%
PTC
1030
Private Trust Company
Ohio
$573K -$19.7K -88 -3%
UF
1031
Univest Financial
Pennsylvania
$572K -$1.34K -6 -0.2%
HCP
1032
Hexagon Capital Partners
Arkansas
$572K +$589K +2,633 New
AWP
1033
Axis Wealth Partners
Rhode Island
$571K -$52.3K -234 -8%
FIA
1034
Foundations Investment Advisors
Arizona
$569K +$73.3K +328 +14%
TBFA
1035
Three Bearings Fiduciary Advisors
New Hampshire
$568K -$1.12K -5 -0.2%
TWP
1036
TFO Wealth Partners
Ohio
$567K +$2.24K +10 +0.4%
CWM
1037
Collaborative Wealth Management
Florida
$566K -$65.7K -294 -10%
STA
1038
Smith Thornton Advisors
Alabama
$565K – – –
DG
1039
Dala Group
Illinois
$563K -$629K -2,812 -52%
KCM
1040
Kathmere Capital Management
Pennsylvania
$560K -$501K -2,240 -47%
GWM
1041
Gilpin Wealth Management
Colorado
$559K -$9.39K -42 -2%
SOS
1042
Silver Oak Securities
Tennessee
$558K -$2.49M -11,144 -81%
KCA
1043
Kastel Capital Advisors
Massachusetts
$555K – – –
WIC
1044
Woodmont Investment Counsel
Tennessee
$548K -$106K -475 -16%
MWM
1045
McMill Wealth Management
Nebraska
$547K +$894 +4 +0.2%
GWMI
1046
Guardian Wealth Management (Illinois)
Illinois
$544K -$9.17K -41 -2%
PA
1047
Pinnacle Associates
New York
$541K -$30.2K -135 -5%
LHEI
1048
Leo H. Evart Inc
California
$541K +$557K +2,491 New
FIC
1049
Family Investment Center
Missouri
$538K -$42.7K -191 -7%
PB
1050
Pinnacle Bancorp
Nebraska
$536K +$109K +487 +25%
40 41
42
43 44