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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1476
Sovereign Financial Group
Connecticut
$201K +$206K +923 New
MCP
1477
Miller Capital Partners
Michigan
$200K – – –
FPB
1478
First PREMIER Bank
South Dakota
$198K – – –
LB
1479
Legacy Bridge
Iowa
$197K -$42.5K -190 -17%
AWM
1480
Abound Wealth Management
Tennessee
$197K -$9.84K -44 -5%
CFM
1481
Cornerstone Financial Management
Massachusetts
$193K -$46.5K -208 -19%
EF
1482
Entrust Financial
Pennsylvania
$192K +$34.4K +154 +21%
BFS
1483
Bare Financial Services
Pennsylvania
$190K – – –
HHGA
1484
Halbert Hargrove Global Advisors
California
$189K -$1.12K -5 -0.6%
MSWM
1485
Mowery & Schoenfeld Wealth Management
Illinois
$183K – – –
TF
1486
Tompkins Financial
New York
$183K +$167K +747 +770%
MIM
1487
Marshall Investment Management
Colorado
$180K +$185K +828 New
BWL
1488
Bogart Wealth LLC
Virginia
$180K – – –
GEA
1489
Glen Eagle Advisors
New Jersey
$180K +$6.26K +28 +4%
W
1490
WealthCollab
Washington
$179K +$447 +2 +0.2%
HIC
1491
Hamrick Investment Counsel
Washington
$178K +$183K +820 New
KSB
1492
Kennebec Savings Bank
Maine
$177K – – –
AIA
1493
Arcadia Investment Advisors
Idaho
$176K – – –
NRC
1494
New Republic Capital
North Carolina
$168K – – –
DI
1495
DAGCO Inc
Ohio
$167K – – –
CB
1496
Centennial Bank
Arkansas
$165K -$67.1K -300 -28%
AA
1497
Addison Advisors
Vermont
$164K – – –
SGK
1498
Steigerwald Gordon & Koch
Virginia
$159K – – –
CW
1499
Curio Wealth
Maryland
$153K – – –
NSG
1500
Nalls Sherbakoff Group
Tennessee
$153K – – –
58 59
60
61 62