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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1151
New Hampshire Trust
New Hampshire
$352K -$33.9K -166 -9%
NAS
1152
Nicolet Advisory Services
Wisconsin
$349K +$204 +1 +0.1%
MIM
1153
Marco Investment Management
Georgia
$348K +$7.16K +35 +2%
JCM
1154
Jag Capital Management
Missouri
$345K -$15.3K -75 -4%
BP
1155
BWM Planning
Texas
$345K +$409 +2 +0.1%
NEPWA
1156
New England Private Wealth Advisors
Massachusetts
$341K – – –
SB
1157
Semitam Bonam
New York
$340K – – –
WCWM
1158
Willow Creek Wealth Management
California
$340K +$23.7K +116 +8%
FB
1159
Finward Bancorp
Indiana
$339K -$108K -530 -25%
PWMAG
1160
Pinnacle Wealth Management Advisory Group
New Jersey
$339K – – –
AC
1161
Annandale Capital
Texas
$339K – – –
AWM
1162
Austin Wealth Management
Texas
$339K +$40.1K +196 +14%
TA
1163
TPG Advisors
Illinois
$337K – – –
IIA
1164
Integral Investment Advisors
California
$336K -$111K -543 -25%
WJA
1165
Willis Johnson & Associates
Texas
$336K – – –
AA
1166
Argent Advisors
Louisiana
$334K – – –
EFG
1167
Ethos Financial Group
Pennsylvania
$332K -$57.9K -283 -15%
CP
1168
Camelot Portfolios
Ohio
$332K -$31.7K -155 -9%
UPS
1169
UHLMANN PRICE SECURITIES
Illinois
$332K +$45.8K +224 +16%
TH
1170
Team Hewins
California
$331K – – –
1SB
1171
1ST Source Bank
Indiana
$330K – – –
AP
1172
Appleton Partners
Massachusetts
$326K – – –
CB
1173
Centennial Bank
Arkansas
$326K – – –
FA
1174
Flagstar Advisors
New York
$325K -$860K -4,208 -73%
RC
1175
Rovin Capital
Arizona
$325K – – –
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47
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