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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1601
JDM Financial Group
Texas
$82.9K – – –
HB
1602
Horizon Bancorp
Indiana
$82K – – –
VNA
1603
Valley National Advisers
Pennsylvania
$81.9K -$16.5K -71 -17%
BIM
1604
Breakwater Investment Management
Washington
$78.5K – – –
BH
1605
Burk Holdings
Oklahoma
$77K +$18.6K +80 +34%
Q1WB
1606
Quest 10 Wealth Builders
Virginia
$76.8K -$465 -2 -0.6%
WPA
1607
West Paces Advisors
Georgia
$76.2K -$60.7K -261 -45%
AAG
1608
Armstrong Advisory Group
Massachusetts
$74.4K – – –
SIC
1609
SJS Investment Consulting
Ohio
$72.4K – – –
AF
1610
Alerus Financial
North Dakota
$66.6K – – –
HR
1611
Howe & Rusling
New York
$66.3K +$11.2K +48 +21%
JWM
1612
JPL Wealth Management
Colorado
$65.6K – – –
SFG
1613
Strive Financial Group
Indiana
$62K +$17.4K +75 +42%
IWP
1614
IAG Wealth Partners
Wisconsin
$59.5K – – –
ITIM
1615
Indiana Trust & Investment Management
Indiana
$59.5K – – –
KG
1616
Kilter Group
New York
$58.6K – – –
ATC
1617
Adirondack Trust Company
New York
$57.3K – – –
BFS
1618
Beacon Financial Strategies
North Carolina
$57.1K +$54.7K +235 New
HCM
1619
Horrell Capital Management
Arkansas
$56.4K – – –
NB
1620
NBH Bank
Colorado
$54.7K +$52.3K +225 New
CIAS
1621
CBIZ Investment Advisory Services
Ohio
$53.9K – – –
BBPWM
1622
Blue Bell Private Wealth Management
Pennsylvania
$52K – – –
PIP
1623
Peachtree Investment Partners
Florida
$50.4K +$233 +1 +0.5%
OCM
1624
Orion Capital Management
California
$47.6K – – –
MEG
1625
Millstone Evans Group
Colorado
$47.1K – – –
63 64
65
66 67