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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1151
Schneider Downs Wealth Management Advisors
Pennsylvania
$222K – – –
IFO
1152
Independent Family Office
New York
$222K – – –
GAA
1153
Global Assets Advisory
Florida
$222K +$4.25K +23 +2%
NI
1154
NDVR Inc
Massachusetts
$222K – – –
ALWM
1155
Andrews Lucia Wealth Management
California
$221K – – –
SAM
1156
Smithbridge Asset Management
Pennsylvania
$221K – – –
CCMG
1157
Clark Capital Management Group
Pennsylvania
$218K +$221K +1,196 New
TVM
1158
True Vision MN
Minnesota
$218K -$444K -2,406 -67%
NSAM
1159
North Star Asset Management
Wisconsin
$218K +$1.66K +9 +0.8%
DWP
1160
Destiny Wealth Partners
Florida
$217K -$161K -873 -42%
ASI
1161
Advisory Services & Investments
Oregon
$217K – – –
OAS
1162
Optivise Advisory Services
Tennessee
$217K +$220K +1,189 New
LRPA
1163
L. Roy Papp & Associates
Arizona
$216K – – –
GPW
1164
Gray Private Wealth
Massachusetts
$216K +$218K +1,182 New
SWM
1165
SilverOak Wealth Management
Minnesota
$216K -$4.06K -22 -2%
RPWA
1166
Regent Peak Wealth Advisors
Georgia
$214K -$79.2K -429 -27%
LGWM
1167
Litman Gregory Wealth Management
California
$213K – – –
VBWMG
1168
Von Berge Wealth Management Group
California
$213K -$9.42K -51 -4%
IDA
1169
Intelligence Driven Advisers
California
$212K +$215K +1,163 New
SFS
1170
Strategic Financial Services
New York
$212K +$214K +1,160 New
MWA
1171
Midland Wealth Advisors
Illinois
$211K – – –
SCA
1172
Sage Capital Advisors
South Dakota
$209K -$60K -325 -22%
PA
1173
Paragon Advisors
Texas
$209K -$554 -3 -0.3%
GGV
1174
GG Group Ventures
Florida
$209K +$205K +1,111 New
MFS
1175
Madrona Financial Services
Washington
$208K – – –
45 46
47
48 49