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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
1626
Kilter Group
New York
$58.6K – – –
ATC
1627
Adirondack Trust Company
New York
$57.3K – – –
BFS
1628
Beacon Financial Strategies
North Carolina
$57.1K +$54.7K +235 New
HCM
1629
Horrell Capital Management
Arkansas
$56.4K – – –
NB
1630
NBH Bank
Colorado
$54.7K +$52.3K +225 New
CIAS
1631
CBIZ Investment Advisory Services
Ohio
$53.9K – – –
BBPWM
1632
Blue Bell Private Wealth Management
Pennsylvania
$52K – – –
PIP
1633
Peachtree Investment Partners
Florida
$50.4K +$233 +1 +0.5%
AI
1634
Atomic Invest
New York
$49.6K +$1.86K +8 +4%
OCM
1635
Orion Capital Management
California
$47.6K – – –
MEG
1636
Millstone Evans Group
Colorado
$47.1K – – –
MPCG
1637
Matrix Private Capital Group
New York
$46.2K – – –
WCM
1638
Westend Capital Management
California
$45.9K +$3.26K +14 +8%
FB
1639
First Bancorp
Maine
$45.7K +$43.7K +188 New
1CP
1640
1015 Capital Partners
Pennsylvania
$45.3K -$4.88K -21 -10%
OAG
1641
Oakmont Advisory Group
New Mexico
$44.6K +$42.8K +184 New
KCM
1642
Key Capital Management
Tennessee
$44.5K – – –
SRCM
1643
Signature Resources Capital Management
California
$44.2K +$13.3K +57 +46%
FRA
1644
Front Row Advisors
California
$44.2K – – –
RPA
1645
Redwood Park Advisors
California
$43.7K +$233 +1 +0.6%
BW
1646
Basepoint Wealth
Iowa
$42K +$25.8K +111 +179%
TVWM
1647
Tower View Wealth Management
Wisconsin
$41.7K +$233 +1 +0.6%
TFA
1648
Toth Financial Advisory
Virginia
$40.8K – – –
VWM
1649
Vermillion Wealth Management
Minnesota
$40.3K -$14.9K -64 -28%
PF
1650
PlanVest Financial
Maryland
$36.9K – – –
64 65
66
67 68