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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
876
Bison Wealth
Georgia
$98K – – –
IA
877
IndexIQ Advisors
New York
$95K -$5.14M -29,637 -98%
JFA
878
JNBA Financial Advisors
Minnesota
$90K – – –
IRC
879
Investors Research Corp
Georgia
$89K -$5.2K -30 -6%
RFA
880
Reilly Financial Advisors
California
$89K +$693 +4 +0.8%
BCPWM
881
Bradley & Co Private Wealth Management
Florida
$88K – – –
HPC
882
HM Payson & Co
Maine
$88K +$35.5K +205 +68%
CC
883
Cassaday & Co
Virginia
$81K -$2.6K -15 -3%
OFG
884
Oxford Financial Group
Indiana
$78K +$78K +450 New
BEI
885
Benjamin Edwards Inc
Missouri
$77K -$5.89K -34 -7%
CFA
886
Carroll Financial Associates
North Carolina
$77K -$2.43K -14 -3%
WQ
887
Wealth Quarterback
New Jersey
$77K +$75.7K +437 New
TA
888
Tectonic Advisors
Texas
$77K +$77.3K +446 New
MRC
889
Millburn Ridgefield Corp
New York
$76K +$10.7K +62 +17%
RDWM
890
Red Door Wealth Management
Tennessee
$67K +$67.6K +390 New
SB
891
Strategic Blueprint
Georgia
$64K +$63.6K +367 New
PWM
892
Provident Wealth Management
Tennessee
$62K -$13.9K -80 -18%
VNA
893
Valley National Advisers
Pennsylvania
$61K -$2.43K -14 -4%
RCA
894
Ranch Capital Advisors
Florida
$59K – – –
MAWCM
895
Mine & Arao Wealth Creation & Management
California
$56K – – –
FCB
896
First Command Bank
Texas
$54K – – –
FCFS
897
First Command Financial Services
Texas
$54K – – –
IFA
898
Interactive Financial Advisors
Illinois
$53K -$37.6K -217 -42%
ETI
899
Enterprise Trust & Investment
California
$53K – – –
CPFP
900
Clear Perspectives Financial Planning
Ohio
$52K – – –
34 35
36
37 38