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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
1201
New Covenant Trust Company
Indiana
$341K -$718K -3,431 -68%
WJA
1202
Willis Johnson & Associates
Texas
$341K – – –
NAS
1203
Nicolet Advisory Services
Wisconsin
$340K -$28.9K -138 -8%
SIC
1204
Sterling Investment Counsel
New York
$338K +$358K +1,708 New
MIM
1205
Marco Investment Management
Georgia
$337K -$15.7K -75 -4%
VPWA
1206
Vestia Personal Wealth Advisors
Indiana
$337K +$2.3K +11 +0.7%
AP
1207
Appleton Partners
Massachusetts
$337K +$5.65K +27 +2%
PI
1208
PFG Investments
New York
$336K -$190K -907 -36%
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
$336K +$24.1K +115 +8%
1SB
1210
1ST Source Bank
Indiana
$335K – – –
TH
1211
Team Hewins
California
$335K – – –
PWM
1212
Penobscot Wealth Management
Maine
$334K +$7.33K +35 +2%
CAM
1213
Columbia Asset Management
Michigan
$333K +$10.5K +50 +3%
SIS
1214
Sound Income Strategies
Florida
$333K +$116K +553 +60%
DWM
1215
Dakota Wealth Management
Florida
$332K +$70.1K +335 +27%
CPP
1216
Capasso Planning Partners
South Carolina
$332K -$103K -491 -24%
CAP
1217
Cordoba Advisory Partners
New York
$331K +$327K +1,564 New
KP
1218
Keel Point
Alabama
$330K +$2.93K +14 +0.9%
SFA
1219
Salus Financial Advisors
Colorado
$330K – – –
MWM
1220
MOR Wealth Management
Pennsylvania
$329K +$326K +1,555 New
NC
1221
North Capital
Utah
$329K +$2.72K +13 +0.8%
BWP
1222
Barlow Wealth Partners
Kentucky
$329K – – –
RC
1223
Rovin Capital
Arizona
$329K – – –
KFGK
1224
Keystone Financial Group (Kentucky)
Kentucky
$329K +$19.9K +95 +7%
UPS
1225
UHLMANN PRICE SECURITIES
Illinois
$327K -$9K -43 -3%
47 48
49
50 51