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CBFV · CB Financial Services, Inc. · Held by Funds

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$37.01 +0.16 (+0.43%)
Russell 2000 member Rebalance outlook locked
Market Cap
$191.02M
Shares
5.08M
Volume · Oct 5 5595 Avg daily vol (3M) 4926

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding CBFV

92 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 141,499 $5,362,812 0.00%
iShares Russell 2000 ETF 96,465 $3,656,024 0.00%
Regional Bank Fund 83,544 $3,060,217 0.32%
John Hancock Financial Opportunities Fund 57,155 $2,166,175 0.27%
VANGUARD EXTENDED MARKET INDEX FUND 50,409 $1,910,501 0.00%
Fidelity Small Cap Index Fund 51,559 $1,888,606 0.01%
iShares Russell 2000 Value ETF 48,514 $1,838,681 0.01%
EA Bridgeway Omni Small-Cap Value ETF 35,840 $1,358,336 0.06%
iShares Core S&P Total U.S. Stock Market ETF 30,574 $1,158,755 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 23,520 $842,957 0.00%
Fidelity Extended Market Index Fund 21,808 $781,599 0.00%
iShares Micro-Cap ETF 16,297 $617,656 0.04%
Omni Small-Cap Value Fund 15,900 $602,610 0.05%
Avantis U.S. Small Cap Value ETF 13,294 $476,457 0.00%
Schwab Small-Cap Index Fund 11,380 $416,849 0.01%
Ultra-Small Company Market Fund 10,000 $379,000 0.26%
Fidelity Total Market Index Fund 8,612 $308,654 0.00%
Master Small Cap Index Series 8,079 $306,194 0.01%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,222 $258,836 0.03%
Fidelity Small Cap Value Index Fund 6,625 $251,088 0.01%
Fidelity Series Total Market Index Fund 6,916 $247,869 0.00%
U.S. SMALL CAP PORTFOLIO 6,359 $232,930 0.00%
Nuveen Small Cap Blend Index Fund 5,991 $219,450 0.01%
EQ/2000 Managed Volatility Portfolio 4,569 $173,165 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 3,549 $127,196 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 3,401 $124,579 0.00%
Dimensional U.S. Targeted Value ETF 3,232 $118,388 0.00%
LVIP State Street Small-Cap Index Fund 3,100 $117,490 0.01%
Dimensional U.S. Small Cap ETF 2,633 $96,447 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 2,513 $95,243 0.00%
U.S. MICRO CAP PORTFOLIO 2,538 $92,967 0.00%
Global X Russell 2000 ETF 2,250 $82,418 0.01%
VANGUARD BALANCED INDEX FUND 2,171 $82,281 0.00%
Small Cap Index Fund 2,152 $81,561 0.00%
Bridge Builder Small/Mid Cap Value Fund 2,100 $79,590 0.00%
Schwab Total Stock Market Index Fund 2,090 $76,557 0.00%
U.S. Targeted Value Portfolio 2,041 $74,762 0.00%
Small Cap Index Fund 1,896 $67,953 0.00%
Dimensional U.S. Core Equity 2 ETF 1,846 $67,619 0.00%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 1,600 $60,640 0.00%
MetLife Russell 2000 Index Portfolio 1,589 $60,223 0.01%
U.S. CORE EQUITY 1 PORTFOLIO 1,493 $54,689 0.00%
U.S. VECTOR EQUITY PORTFOLIO 1,467 $53,736 0.00%
Dimensional US Small Cap Value ETF 1,266 $46,374 0.00%
Small-Cap Index Portfolio 1,217 $46,124 0.01%
NVIT Small Cap Index Fund 1,170 $44,343 0.01%
ATM Small Cap Managed Volatility Portfolio 1,109 $42,031 0.00%
1290 VT Micro Cap Portfolio 1,029 $38,999 0.02%
Small Cap Index Trust 963 $36,498 0.01%
Fidelity Nasdaq Composite Index Fund 894 $32,041 0.00%
Showing 1–50 of 92 positions
Key facts CIK 1605301 CUSIP 12479G101 13F (30d) 2 filings 2 filers Visit website Investor relations