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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
876
BOK Financial Private Wealth
Colorado
$377K +$285K +1,702 +258%
SC
877
Stephens Consulting
Michigan
$376K -$75.2K -450 -16%
RIA
878
Realta Investment Advisors
Delaware
$374K -$16.7K -100 -4%
GGI
879
Godsey & Gibb Inc
Virginia
$374K – – –
LA
880
Lifeworks Advisors
Michigan
$372K +$80.6K +482 +26%
FF
881
Financial Futures
New Jersey
$371K +$38K +227 +11%
TCWM
882
Total Clarity Wealth Management
Illinois
$370K +$10.4K +62 +3%
GLA
883
Good Life Advisors
Pennsylvania
$369K +$10.7K +64 +3%
CAM
884
Cidel Asset Management
Ontario, Canada
$367K – – –
CWM
885
Cahill Wealth Management
Michigan
$364K -$7.19K -43 -2%
TFA
886
Triad Financial Advisors
North Carolina
$363K – – –
OFS
887
Oldfather Financial Services
Nebraska
$360K – – –
VCP
888
Vista Capital Partners
Oregon
$359K +$18.1K +108 +5%
NP
889
NorthRock Partners
Minnesota
$359K +$3.34K +20 +0.9%
VCM
890
Virtue Capital Management
Tennessee
$358K – – –
PA
891
Pinnacle Associates
New York
$357K -$5.18K -31 -1%
TW
892
TrinityPoint Wealth
Connecticut
$357K +$92.3K +552 +33%
CWM
893
Connecticut Wealth Management
Connecticut
$356K -$31.8K -190 -8%
ERIC
894
Eagle Rock Investment Company
Georgia
$356K -$37.8K -226 -9%
CAC
895
Certified Advisory Corp
Florida
$355K -$93.1K -557 -20%
AIM
896
AMI Investment Management
Indiana
$355K -$297K -1,775 -44%
PTC
897
Private Trust Company
Ohio
$354K +$29.1K +174 +9%
CP
898
Camelot Portfolios
Ohio
$353K -$158K -948 -30%
IAS
899
Insigneo Advisory Services
Florida
$352K -$9.2K -55 -2%
OPPS
900
Obsidian Personal Planning Solutions
Maryland
$348K -$110K -658 -23%
34 35
36
37 38