PBMares Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

PBMares Wealth Management’s Portfolio BSVO Stock Details BSVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.72M	Hold	75,896	–	–	0.28%	47
2025 Q2	$1.55M	Hold	75,896	–	–	0.28%	46
2025 Q1	$1.48M	Hold	75,896	–	–	0.3%	47
2024 Q4	$1.64M	Buy	75,896 +81	+0.1%	+$1.82K	0.34%	46
2024 Q3	$1.67M	Hold	75,815	–	–	0.35%	40
2024 Q2	$1.54M	Hold	75,815	–	–	0.38%	41
2024 Q1	$1.61M	Hold	75,815	–	–	0.42%	42
2023 Q4	$1.59M	Buy	75,815 +71	+0.1%	+$1.34K	0.48%	36
2023 Q3	$1.38M	Sell	75,744 -2,413	-3%	-$45.1K	0.5%	36
2023 Q2	$1.39M	Sell	78,157 -908	-1%	-$15.5K	0.5%	39
2023 Q1	$1.39M	Buy	+79,065	New	+$1.37M	0.52%	35

Other funds holding BSVO

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PCM

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

SIMC

Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return

KRW

Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return

CWMA

Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $143M AUM 23.65% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

PBMares Wealth Management's BSVO Position: Q3 2025 in Review

PBMares Wealth Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q3 2025 at 75,896 shares worth $1.72M. The position accounts for 0.28% of the portfolio, ranked #47.

PBMares Wealth Management first reported a position in BSVO in Q1 2023 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold BSVO as of Q3 2025.

PBMares Wealth Management held 75,896 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.72M as of Q3 2025.
PBMares Wealth Management left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q3 2025.
EA Bridgeway Omni Small-Cap Value ETF made up 0.28% of PBMares Wealth Management's portfolio in Q3 2025, its #47 holding.
PBMares Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
102 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.