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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$498K – – –
BRWA
252
B. Riley Wealth Advisors
Florida
$480K +$30.5K +278 +7%
SCA
253
Stillwater Capital Advisors
Pennsylvania
$471K +$467K +4,254 New
JFG
254
JMG Financial Group
Illinois
$468K -$4.06K -37 -0.9%
SFG
255
StrategIQ Financial Group
Indiana
$458K -$25.4K -232 -5%
IWMPD
256
Integrated Wealth Management (Palm Desert)
California
$457K -$23K -210 -5%
IIC
257
Integrated Investment Consultants
Michigan
$454K – – –
TSS
258
Two Sigma Securities
New York
$452K +$448K +4,085 New
BFPW
259
BOK Financial Private Wealth
Colorado
$451K +$164K +1,497 +58%
SWM
260
Stockman Wealth Management
Montana
$451K +$447K +4,073 New
JIC
261
Johnson Investment Counsel
Ohio
$446K -$23.6K -215 -5%
OC
262
Oppenheimer & Co
New York
$440K -$13.3K -121 -3%
SFA
263
Sequoia Financial Advisors
Ohio
$432K +$7.02K +64 +2%
WP
264
WMS Partners
Maryland
$428K +$658 +6 +0.2%
SCM
265
Southport Capital Management
Tennessee
$428K +$41.1K +375 +11%
IA
266
IndexIQ Advisors
New York
$426K +$423K +3,853 New
GWM
267
Geneos Wealth Management
Colorado
$424K -$56.7K -517 -12%
AA
268
Ancora Advisors
Ohio
$423K +$15.1K +138 +4%
SFS
269
Strategic Financial Services
New York
$403K +$15.4K +140 +4%
CCA
270
Clearwater Capital Advisors
Illinois
$400K -$8.12K -74 -2%
BAC
271
Boys Arnold & Co
North Carolina
$396K – – –
MHS
272
M Holdings Securities
Oregon
$393K +$143K +1,306 +58%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$388K +$4.72K +43 +1%
RGC
274
Roberts, Glore & Co
Illinois
$380K – – –
CB
275
Commerce Bank
Missouri
$370K +$16.3K +149 +5%
9 10
11
12 13