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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1151
Global Assets Advisory
Florida
$222K -$41.7M -225,543 -99%
NI
1152
NDVR Inc
Massachusetts
$222K – – –
ALWM
1153
Andrews Lucia Wealth Management
California
$221K – – –
SAM
1154
Smithbridge Asset Management
Pennsylvania
$221K – – –
CCMG
1155
Clark Capital Management Group
Pennsylvania
$218K +$221K +1,196 New
TVM
1156
True Vision MN
Minnesota
$218K -$444K -2,406 -67%
NSAM
1157
North Star Asset Management
Wisconsin
$218K +$1.66K +9 +0.8%
DWP
1158
Destiny Wealth Partners
Florida
$217K -$161K -873 -42%
ASI
1159
Advisory Services & Investments
Oregon
$217K – – –
OAS
1160
Optivise Advisory Services
Tennessee
$217K +$220K +1,189 New
LRPA
1161
L. Roy Papp & Associates
Arizona
$216K – – –
GPW
1162
Gray Private Wealth
Massachusetts
$216K +$218K +1,182 New
SWM
1163
SilverOak Wealth Management
Minnesota
$216K -$4.06K -22 -2%
RPWA
1164
Regent Peak Wealth Advisors
Georgia
$214K -$79.2K -429 -27%
LGWM
1165
Litman Gregory Wealth Management
California
$213K – – –
VBWMG
1166
Von Berge Wealth Management Group
California
$213K -$9.42K -51 -4%
IDA
1167
Intelligence Driven Advisers
California
$212K +$215K +1,163 New
SFS
1168
Strategic Financial Services
New York
$212K +$214K +1,160 New
MWA
1169
Midland Wealth Advisors
Illinois
$211K – – –
SCA
1170
Sage Capital Advisors
South Dakota
$209K -$60K -325 -22%
PA
1171
Paragon Advisors
Texas
$209K -$554 -3 -0.3%
GGV
1172
GG Group Ventures
Florida
$209K +$205K +1,111 New
MFS
1173
Madrona Financial Services
Washington
$208K – – –
CPG
1174
Cornerstone Planning Group
New Jersey
$207K +$1.11K +6 +0.5%
DWM
1175
Diversify Wealth Management
Utah
$206K +$208K +1,127 New
45 46
47
48 49