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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
601
StrategIQ Financial Group
Indiana
$224K -$2.52K -19 -1%
BBHC
602
Brown Brothers Harriman & Co
New York
$224K +$202K +1,523 +1,385%
SIS
603
SVB Investment Services
Utah
$223K +$216K +1,629 New
VDFA
604
Vickerman & Driscoll Financial Advisors
Washington
$222K -$264K -1,990 -55%
UR
605
USCA RIA
Texas
$218K – – –
BFPW
606
BOK Financial Private Wealth
Colorado
$217K – – –
CAL
607
Capital Advisors Ltd
Ohio
$217K +$4.77K +36 +2%
EA
608
Elm Advisors
California
$216K -$2.65K -20 -1%
WWM
609
Windsor Wealth Management
Indiana
$216K +$209K +1,579 New
PP
610
PDS Planning
Ohio
$215K – – –
CHA
611
Carmichael Hill & Associates
Maryland
$215K +$207K +1,565 New
IC
612
Intersect Capital
California
$215K +$208K +1,570 New
SAM
613
Summit Asset Management
Tennessee
$214K -$8.21K -62 -4%
SNT
614
Security National Trust
West Virginia
$209K – – –
HA
615
Harborview Advisors
Maine
$207K +$200K +1,508 New
BF
616
Blankinship & Foster
California
$206K +$199K +1,501 New
JCM
617
Jacobsen Capital Management
Utah
$204K -$12.1K -91 -6%
DLCIG
618
D.L. Carlson Investment Group
New Hampshire
$204K +$197K +1,488 New
PWMG
619
Prestige Wealth Management Group
New Jersey
$202K -$5.17K -39 -3%
PO
620
Private Ocean
California
$201K -$18.3K -138 -9%
PFO
621
Pathstone Family Office
New Jersey
$201K – – –
DWM
622
Doyle Wealth Management
Florida
$201K +$194K +1,465 New
FFWA
623
FRG Family Wealth Advisors
Washington
$201K +$195K +1,469 New
SYBT
624
Stock Yards Bank & Trust
Kentucky
$201K +$195K +1,470 New
MCA
625
Magnolia Capital Advisors
Mississippi
$200K +$194K +1,463 New
23 24
25
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