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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
551
StrategIQ Financial Group
Indiana
$213K -$2.05K -16 -1%
PPA
552
Parametric Portfolio Associates
Washington
$210K +$209K +1,633 New
SAM
553
Summit Asset Management
Tennessee
$209K – – –
PO
554
Private Ocean
California
$207K -$6.02K -47 -3%
EA
555
Elm Advisors
California
$206K – – –
CIC
556
Carnegie Investment Counsel
Ohio
$205K – – –
UR
557
USCA RIA
Texas
$205K +$204K +1,593 New
BFPW
558
BOK Financial Private Wealth
Colorado
$204K -$95.1K -743 -32%
JCM
559
Jacobsen Capital Management
Utah
$203K +$202K +1,580 New
PP
560
PDS Planning
Ohio
$202K – – –
BAM
561
Belpointe Asset Management
Nevada
$202K +$27.5K +215 +16%
CBU
562
CIBC Bank USA
Illinois
$201K – – –
BW
563
Bison Wealth
Georgia
$200K – – –
SNT
564
Security National Trust
West Virginia
$196K – – –
PWMG
565
Prestige Wealth Management Group
New Jersey
$195K -$4.22K -33 -2%
CAL
566
Capital Advisors Ltd
Ohio
$192K -$4.61K -36 -2%
WEC
567
Winslow Evans & Crocker
Massachusetts
$186K – – –
SBL
568
Sargent Bickham Lagudis
Colorado
$184K – – –
CC
569
Cassaday & Co
Virginia
$165K +$128 +1 +0.1%
CAM
570
CenterStar Asset Management
Illinois
$162K – – –
SBSB
571
Sullivan, Bruyette, Speros & Blaney
Virginia
$161K +$160K +1,248 New
PFBT
572
Parkside Financial Bank & Trust
Missouri
$148K – – –
HNB
573
Huntington National Bank
Ohio
$141K – – –
CAC
574
Certified Advisory Corp
Florida
$141K +$1.28K +10 +0.9%
PB
575
Pinnacle Bancorp
Nebraska
$140K – – –
21 22
23
24 25