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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
H
351
HoyleCohen
California
$755K +$746K +5,868 New
AIM
352
AMI Investment Management
Indiana
$752K – – –
EWM
353
Empirical Wealth Management
Washington
$744K +$183K +1,435 +33%
BUB
354
BBVA USA Bancshares
Texas
$739K +$54.2K +426 +8%
NFG
355
Nations Financial Group
Iowa
$737K +$11.4K +90 +2%
SIAS
356
Shine Investment Advisory Services
Colorado
$736K – – –
BPA
357
Beacon Pointe Advisors
California
$732K +$271K +2,127 +60%
BOH
358
Bank of Hawaii
Hawaii
$729K – – –
FLA
359
Financial Life Advisors
Texas
$721K -$204K -1,601 -22%
SKK
360
Shepherd Kaplan Krochuk
Massachusetts
$721K -$28.5K -224 -4%
FFN
361
Focus Financial Network
Minnesota
$716K +$705K +5,539 New
JIC
362
Johnson Investment Counsel
Ohio
$713K -$10.9K -86 -2%
RC
363
RegentAtlantic Capital
New Jersey
$713K +$25.8K +203 +4%
DIA
364
Davidson Investment Advisors
Montana
$712K -$751K -5,905 -52%
FWP
365
FAS Wealth Partners
Kansas
$711K -$108K -846 -13%
LFA
366
Landmark Financial Advisors
Kentucky
$706K -$15.1K -119 -2%
PA
367
PFG Advisors
Arizona
$702K -$10.3K -81 -2%
GJIC
368
Gamble Jones Investment Counsel
California
$688K – – –
BOPW
369
Brandywine Oak Private Wealth
Pennsylvania
$681K -$41.5K -326 -6%
OFS
370
Orrstown Financial Services
Pennsylvania
$678K -$12.7K -100 -2%
BF
371
BOK Financial
Oklahoma
$650K -$12.3K -97 -2%
MWA
372
Martel Wealth Advisors
Washington
$649K +$36.3K +285 +6%
CF
373
Corrigan Financial
Rhode Island
$649K -$22.9K -180 -3%
RIA
374
Regal Investment Advisors
Michigan
$644K -$24.5K -193 -4%
NSIM
375
North Star Investment Management
Illinois
$644K +$56K +440 +10%
13 14
15
16 17