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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1401
SYM Financial Corp
Indiana
$104K – – –
HIIFS
1402
Harel Insurance Investments & Financial Services
Israel
$104K – – –
HB
1403
Horizon Bancorp
Indiana
$103K -$153K -748 -60%
KFP
1404
Keener Financial Planning
Texas
$97K – – –
FLP
1405
Financial Life Planners
Arizona
$91.8K +$90K +440 New
GWP
1406
Gen-Wealth Partners
Michigan
$91.2K +$409 +2 +0.5%
S
1407
Sachetta
Massachusetts
$90.8K -$11.2K -55 -11%
ANBT
1408
American National Bank & Trust
Texas
$90.8K -$1.73M -8,453 -95%
OSNBOA
1409
Old Second National Bank of Aurora
Illinois
$89.3K – – –
SWP
1410
Strategic Wealth Partners
Ohio
$88.7K -$3.88K -19 -4%
TH
1411
TCTC Holdings
Texas
$88.2K – – –
IRC
1412
Investors Research Corp
Georgia
$84.9K -$28.4K -139 -25%
CWM
1413
Crowley Wealth Management
Delaware
$84.3K – – –
JWM
1414
JPL Wealth Management
Colorado
$83.7K +$82K +401 New
MCM
1415
Manchester Capital Management
Vermont
$83.5K -$1.78M -8,701 -96%
MFC
1416
Mechanics Financial Corp
Ohio
$83.5K – – –
MJRIC
1417
Mogy Joel R Investment Counsel
California
$83.5K – – –
PWAM
1418
Private Wealth Asset Management
Iowa
$79.7K +$3.88K +19 +5%
DFA
1419
DHJJ Financial Advisors
Illinois
$79.2K +$204 +1 +0.3%
ACA
1420
American Capital Advisory
Idaho
$78.3K – – –
VDBMI
1421
Van Den Berg Management I
Texas
$77K -$204 -1 -0.3%
TCA
1422
Trifecta Capital Advisors
Illinois
$72K – – –
BA
1423
Ballast Advisors
Minnesota
$71.4K +$69.9K +342 New
JFG
1424
JDM Financial Group
Texas
$71.2K – – –
RF
1425
Rossby Financial
Florida
$70.2K +$4.09K +20 +6%
55 56
57
58 59