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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
1151
Von Berge Wealth Management Group
California
$236K – – –
IW
1152
Imprint Wealth
South Carolina
$234K +$222K +1,230 New
SDWMA
1153
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K -$18.6K -103 -8%
IFO
1154
Independent Family Office
New York
$234K – – –
NI
1155
NDVR Inc
Massachusetts
$233K +$219K +1,215 New
SAM
1156
Smithbridge Asset Management
Pennsylvania
$232K – – –
HCA
1157
Harbour Capital Advisors
Virginia
$232K – – –
SWM
1158
SilverOak Wealth Management
Minnesota
$231K +$217K +1,203 New
ASI
1159
Advisory Services & Investments
Oregon
$228K – – –
AL
1160
ACAS LLC
California
$228K -$206K -1,143 -49%
NSAM
1161
North Star Asset Management
Wisconsin
$227K +$2.53K +14 +1%
LRPA
1162
L. Roy Papp & Associates
Arizona
$227K +$1.08K +6 +0.5%
GAA
1163
Global Assets Advisory
Florida
$227K +$215K +1,193 New
JWM
1164
Jeppson Wealth Management
California
$225K -$4.51K -25 -2%
RCAG
1165
Rehmann Capital Advisory Group
Michigan
$225K +$541 +3 +0.3%
LGWM
1166
Litman Gregory Wealth Management
California
$224K +$211K +1,169 New
UBV
1167
United Bank (Virginia)
Virginia
$224K +$211K +1,168 New
RBC
1168
Romano Brothers & Co
Illinois
$224K – – –
MWA
1169
Midland Wealth Advisors
Illinois
$222K – – –
ALWM
1170
Andrews Lucia Wealth Management
California
$221K +$1.08K +6 +0.5%
PA
1171
Paragon Advisors
Texas
$221K +$207K +1,149 New
MFS
1172
Madrona Financial Services
Washington
$219K +$206K +1,141 New
PG
1173
Proffitt & Goodson
Tennessee
$216K -$63.7K -353 -24%
LCM
1174
Lazari Capital Management
California
$215K +$722 +4 +0.4%
PGF
1175
Plan Group Financial
Oklahoma
$214K -$6.86K -38 -3%
45 46
47
48 49