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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
926
Investment Advisory Group
Massachusetts
$233K +$238K +1,340 New
VBWMG
927
Von Berge Wealth Management Group
California
$233K +$243K +1,364 New
DWM
928
Doyle Wealth Management
Florida
$232K +$2.31K +13 +1%
RMDI
929
R.M. Davis Inc
Maine
$231K -$6.94K -39 -3%
WKSWA
930
White Knight Strategic Wealth Advisors
New Jersey
$231K +$229K +1,289 New
MFG
931
MidWestOne Financial Group
Iowa
$229K -$16.5K -93 -7%
TWM
932
Thrive Wealth Management
Pennsylvania
$229K +$227K +1,278 New
GWS
933
Glassman Wealth Services
Virginia
$227K -$14K -79 -6%
WA
934
Wealth Advisors
California
$227K – – –
RWM
935
Ritholtz Wealth Management
New York
$226K -$17.6K -99 -7%
SG
936
StoneX Group
New York
$225K +$224K +1,258 New
CS
937
Cannell & Spears
New York
$225K – – –
DCM
938
Dimension Capital Management
Florida
$225K – – –
GWM
939
Gray Wealth Management
Maine
$225K – – –
WFA
940
WMG Financial Advisors
Tennessee
$225K +$224K +1,259 New
LCM
941
Liberty Capital Management
Michigan
$223K -$8.89K -50 -4%
AWA
942
Alaska Wealth Advisors
Alaska
$220K -$2.31K -13 -1%
HW
943
Hancock Whitney
Mississippi
$220K +$219K +1,230 New
MLFP
944
MPS Loria Financial Planners
Illinois
$219K – – –
PWM
945
Paulson Wealth Management
Illinois
$218K +$217K +1,218 New
BWM
946
Benchmark Wealth Management
Connecticut
$218K +$217K +1,219 New
C
947
CEDRUS
Colorado
$217K +$216K +1,214 New
KFI
948
Key Financial Inc
Pennsylvania
$217K -$15.7K -88 -7%
CB
949
Cadence Bank
Mississippi
$216K – – –
JWM
950
Jeppson Wealth Management
California
$216K – – –
36 37
38
39 40