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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1301
Community Bank
New York
$186K – – –
TCPG
1302
Trivant Custom Portfolio Group
California
$186K – – –
NS
1303
NBC Securities
Alabama
$184K +$195K +989 New
RIL
1304
Rothschild Investment LLC
Illinois
$181K +$1.78K +9 +0.9%
BBHC
1305
Brown Brothers Harriman & Co
New York
$180K +$1.98K +10 +1%
GEA
1306
Glen Eagle Advisors
New Jersey
$179K -$28.4K -144 -13%
LI
1307
LRI Investments
Florida
$171K -$73.5K -372 -29%
SSB
1308
Sandy Spring Bank
Maryland
$170K +$198 +1 +0.1%
WA
1309
Whipplewood Advisors
Colorado
$170K -$128K -650 -71%
MIM
1310
Marshall Investment Management
Colorado
$169K -$988 -5 -0.5%
SO
1311
Sierra Ocean
California
$169K – – –
AWM
1312
Abound Wealth Management
Tennessee
$168K +$108K +545 +152%
KSB
1313
Kennebec Savings Bank
Maine
$168K – – –
BFS
1314
Bare Financial Services
Pennsylvania
$163K – – –
LCM
1315
Logan Capital Management
Pennsylvania
$162K – – –
HWA
1316
HHM Wealth Advisors
Tennessee
$160K -$197K -995 -54%
NRC
1317
New Republic Capital
North Carolina
$158K -$9.88K -50 -6%
MSWM
1318
Mowery & Schoenfeld Wealth Management
Illinois
$157K – – –
W
1319
WealthCollab
Washington
$153K – – –
OA
1320
Operose Advisors
Wisconsin
$149K -$6.72K -34 -4%
PG
1321
Proffitt & Goodson
Tennessee
$146K – – –
DI
1322
DAGCO Inc
Ohio
$143K +$152K +770 New
TCM
1323
TD Capital Management
Tennessee
$138K – – –
AA
1324
Addison Advisors
Vermont
$136K – – –
MLA
1325
MB, Levis & Associates
Pennsylvania
$135K +$41.3K +209 +40%
51 52
53
54 55