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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1551
Salem Investment Counselors
North Carolina
$77.6K +$79.8K +357 New
PWPS
1552
Pinnacle Wealth Planning Services
Ohio
$77.3K +$53.9K +241 +210%
AG
1553
AmeriFlex Group
Nevada
$75.4K -$57K -255 -42%
TCA
1554
Trifecta Capital Advisors
Illinois
$74.9K – – –
IRC
1555
Investors Research Corp
Georgia
$74.1K -$14.8K -66 -16%
JFG
1556
JDM Financial Group
Texas
$74.1K – – –
RF
1557
RetireMitten Financial
Michigan
$73.6K +$75.8K +339 New
HB
1558
Horizon Bancorp
Indiana
$73K -$17.7K -79 -19%
FLP
1559
Financial Life Planners
Arizona
$71.3K +$73.3K +328 New
BIM
1560
Breakwater Investment Management
Washington
$70.2K – – –
Q1WB
1561
Quest 10 Wealth Builders
Virginia
$69.1K – – –
AAG
1562
Armstrong Advisory Group
Massachusetts
$66.5K – – –
WFA
1563
Wells Financial Advisors
Massachusetts
$66K -$103K -460 -60%
SIC
1564
SJS Investment Consulting
Ohio
$64.7K – – –
AF
1565
Alerus Financial
North Dakota
$59.5K – – –
JWM
1566
JPL Wealth Management
Colorado
$58.7K +$60.4K +270 New
NRWA
1567
North Ridge Wealth Advisors
Oregon
$58.3K +$56.8K +254 +1,814%
RPC
1568
Rossmore Private Capital
Connecticut
$54.3K +$55.9K +250 New
CIAS
1569
CBIZ Investment Advisory Services
Ohio
$53.9K – – –
IWP
1570
IAG Wealth Partners
Wisconsin
$53.2K – – –
ITIM
1571
Indiana Trust & Investment Management
Indiana
$53.2K – – –
SFM
1572
Systematic Financial Management
New Jersey
$52.5K -$37.6K -168 -41%
KG
1573
Kilter Group
New York
$52.4K – – –
BH
1574
Burk Holdings
Oklahoma
$51.5K +$53K +237 New
ATC
1575
Adirondack Trust Company
New York
$51.3K – – –
61 62
63
64 65