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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1201
CNB Bank
Pennsylvania
$10.4K – – –
DIP
1202
DT Investment Partners
Pennsylvania
$9.57K -$78.7K -500 -90%
ICM
1203
Intrepid Capital Management
Florida
$9.26K +$8.82K +56 New
PC
1204
Pecaut & Co
Iowa
$8.8K – – –
IPW
1205
Impact Partnership Wealth
Georgia
$8.77K +$8.34K +53 New
RCM
1206
Raleigh Capital Management
North Carolina
$8.6K +$8.19K +52 New
NSG
1207
Nalls Sherbakoff Group
Tennessee
$8.35K – – –
GG
1208
Gleason Group
Kentucky
$8.3K – – –
BFO
1209
Biltmore Family Office
North Carolina
$8.13K – – –
MWM
1210
Mascoma Wealth Management
New Hampshire
$6.89K -$31.6K -201 -83%
SFM
1211
Systematic Financial Management
New Jersey
$6.72K -$23K -146 -78%
HWM
1212
HighMark Wealth Management
Minnesota
$6.39K -$19.2K -122 -76%
MA
1213
MCF Advisors
Kentucky
$5.96K -$5.83K -37 -51%
CWP
1214
Concord Wealth Partners
Virginia
$5.79K -$945 -6 -15%
IFAM
1215
Institutional & Family Asset Management
Colorado
$5.79K +$5.51K +35 New
RDFA
1216
Ritter Daniher Financial Advisory
Ohio
$5.79K +$5.51K +35 New
PPWM
1217
PFG Private Wealth Management
Florida
$5.62K – – –
RBC
1218
Roble Belko & Company
Pennsylvania
$5K +$4.41K +28 New
PWMG
1219
Prestige Wealth Management Group
New Jersey
$4.47K -$945 -6 -18%
MFC
1220
Morris Financial Concepts
South Carolina
$4.47K – – –
RPCA
1221
Running Point Capital Advisors
California
$3.64K – – –
JMF
1222
Johnson Midwest Financial
Iowa
$3.47K – – –
WOC
1223
West Oak Capital
California
$3.14K – – –
MCM
1224
McMillion Capital Management
North Carolina
$2.48K +$2.36K +15 New
GTAM
1225
Global Trust Asset Management
Florida
$2.14K – – –
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