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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
901
Operose Advisors
Wisconsin
$251K +$1.31K +8 +0.5%
KFGK
902
Keystone Financial Group (Kentucky)
Kentucky
$251K +$11.8K +72 +4%
BBHC
903
Brown Brothers Harriman & Co
New York
$249K -$10.3K -63 -4%
BIA
904
Bell Investment Advisors
California
$249K +$272K +1,660 New
SYBT
905
Stock Yards Bank & Trust
Kentucky
$247K +$33.9K +207 +14%
1SB
906
1ST Source Bank
Indiana
$246K -$8.2K -50 -3%
RC
907
Rovin Capital
Arizona
$246K -$492 -3 -0.2%
LWP
908
Lumature Wealth Partners
Georgia
$245K -$32.1K -196 -11%
B
909
Bridgeworth
Alabama
$245K -$6.4K -39 -2%
KF
910
Krilogy Financial
Missouri
$243K -$1.31K -8 -0.5%
WS
911
Wedbush Securities
California
$240K +$7.05K +43 +3%
NAS
912
Nicolet Advisory Services
Wisconsin
$238K -$8.2K -50 -3%
PFBT
913
Parkside Financial Bank & Trust
Missouri
$238K +$4.92K +30 +2%
CI
914
Ceera Investments
Texas
$237K +$2.46K +15 +1%
MW
915
Milestone Wealth
New York
$236K -$27.9K -170 -10%
TSWM
916
Tyler-Stone Wealth Management
Ohio
$236K +$15.6K +95 +6%
FW
917
FirstPurpose Wealth
Utah
$236K +$258K +1,575 New
PGF
918
Plan Group Financial
Oklahoma
$235K +$257K +1,569 New
HVP
919
Hudson Value Partners
Florida
$234K -$2.62K -16 -1%
FA
920
Fortis Advisors
Pennsylvania
$232K -$263K -1,603 -51%
FCIM
921
Fairview Capital Investment Management
California
$228K +$61.5K +375 +33%
VWA
922
V Wealth Advisors
Kansas
$227K -$39.5K -241 -14%
TA
923
TFG Advisers
Michigan
$227K +$7.54K +46 +3%
WAG
924
Winthrop Advisory Group
Massachusetts
$226K -$148K -901 -37%
CWP
925
Corepath Wealth Partners
Arizona
$226K – – –
35 36
37
38 39