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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1151
Apriem Advisors
California
$261K +$250K +1,300 New
DWM
1152
Defined Wealth Management
Oregon
$261K – – –
PAIM
1153
Punch & Associates Investment Management
Minnesota
$258K -$384 -2 -0.2%
SAI
1154
Savvy Advisors Inc
New York
$258K -$146K -761 -37%
LCM
1155
Liberty Capital Management
Michigan
$255K -$2.12K -11 -0.9%
BWL
1156
Bogart Wealth LLC
Virginia
$254K +$3.27K +17 +1%
CG
1157
Caprock Group
Idaho
$254K +$243K +1,262 New
SL
1158
Salomon & Ludwin
Virginia
$253K -$11.7K -61 -5%
KFI
1159
Key Financial Inc
Pennsylvania
$253K – – –
NSAM
1160
North Star Asset Management
Wisconsin
$251K +$10.8K +56 +5%
WG
1161
Wealth Group
North Carolina
$250K +$239K +1,245 New
SVWG
1162
Shared Vision Wealth Group
United States
$250K – – –
B
1163
BetterWealth
California
$249K +$2.31K +12 +1%
IAG
1164
Investment Advisory Group
Massachusetts
$249K -$19.6K -102 -8%
PPC
1165
Park Place Capital
Alabama
$246K +$196K +1,022 +499%
HCA
1166
Harbour Capital Advisors
Virginia
$246K – – –
SDWMA
1167
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K +$384 +2 +0.2%
NEWAS
1168
N.E.W. Advisory Services
Wisconsin
$244K -$22.1K -115 -9%
WP
1169
Westmount Partners
California
$244K +$233K +1,213 New
NI
1170
NDVR Inc
Massachusetts
$244K – – –
NWAG
1171
Net Worth Advisory Group
Utah
$243K +$233K +1,211 New
LF
1172
Lantz Financial
Illinois
$243K -$80.9K -421 -26%
AP
1173
Adero Partners
California
$243K +$232K +1,209 New
GAA
1174
Global Assets Advisory
Florida
$243K +$769 +4 +0.3%
GS
1175
GTS Securities
Florida
$242K -$1.71M -8,883 -88%
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