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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
276
Geneva Advisors
Illinois
$544K -$4.59K -40 -0.9%
SCA
277
Stillwater Capital Advisors
Pennsylvania
$544K +$28.1K +245 +6%
IWMPD
278
Integrated Wealth Management (Palm Desert)
California
$538K +$36.4K +317 +8%
ABC
279
Associated Banc-Corp
Wisconsin
$536K -$32.1K -280 -6%
JIC
280
Johnson Investment Counsel
Ohio
$515K +$25.7K +224 +6%
IIC
281
Integrated Investment Consultants
Michigan
$508K – – –
SFG
282
StrategIQ Financial Group
Indiana
$501K +$115 +1 +0%
EA
283
Edge Advisors
Georgia
$501K +$475K +4,146 New
SWM
284
Stockman Wealth Management
Montana
$493K – – –
SCM
285
Southport Capital Management
Tennessee
$489K +$20.1K +175 +5%
GWM
286
Geneos Wealth Management
Colorado
$482K +$17.4K +152 +4%
BFPW
287
BOK Financial Private Wealth
Colorado
$480K -$13.1K -114 -3%
CB
288
Commerce Bank
Missouri
$477K +$68.8K +600 +18%
TNBTD
289
Trustmark National Bank Trust Department
Mississippi
$477K +$229K +2,000 +103%
RIA
290
Regal Investment Advisors
Michigan
$476K +$127K +1,106 +39%
MRC
291
Millburn Ridgefield Corp
New York
$469K +$444K +3,872 New
CCA
292
Clearwater Capital Advisors
Illinois
$467K +$20.3K +177 +5%
AA
293
Ancora Advisors
Ohio
$462K – – –
MHS
294
M Holdings Securities
Oregon
$444K +$13.5K +118 +3%
BAC
295
Boys Arnold & Co
North Carolina
$433K – – –
JFG
296
JMG Financial Group
Illinois
$432K -$75.6K -659 -16%
RWM
297
RKL Wealth Management
Pennsylvania
$431K +$409K +3,562 New
GS
298
Girard Securities
California
$427K +$53.3K +465 +15%
BFEC
299
Benjamin F. Edwards & Company
Missouri
$422K -$1.49K -13 -0.4%
BFG
300
Barber Financial Group
Kansas
$419K +$397K +3,460 New
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12
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