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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
1176
Von Berge Wealth Management Group
California
$242K -$6.34K -33 -3%
TPA
1177
Trivium Point Advisory
Connecticut
$240K +$220K +1,143 New
WAG
1178
Winthrop Advisory Group
Massachusetts
$240K -$17.1K -89 -7%
LRPA
1179
L. Roy Papp & Associates
Arizona
$240K +$2.31K +12 +1%
AWM
1180
Accel Wealth Management
Iowa
$240K +$15.8K +82 +7%
ASI
1181
Advisory Services & Investments
Oregon
$239K – – –
DWP
1182
Destiny Wealth Partners
Florida
$239K – – –
FWTB
1183
First Western Trust Bank
Colorado
$239K +$229K +1,189 New
SWM
1184
SilverOak Wealth Management
Minnesota
$237K – – –
PA
1185
Paragon Advisors
Texas
$237K +$6.54K +34 +3%
WPW
1186
Watershed Private Wealth
Illinois
$237K -$50.7K -264 -18%
WWWM
1187
White Wing Wealth Management
Texas
$236K -$105K -546 -32%
IDA
1188
Intelligence Driven Advisers
California
$236K +$2.31K +12 +1%
LGWM
1189
Litman Gregory Wealth Management
California
$235K – – –
SFS
1190
Strategic Financial Services
New York
$234K +$961 +5 +0.4%
SAM
1191
Smithbridge Asset Management
Pennsylvania
$233K -$9.61K -50 -4%
SCA
1192
Sage Capital Advisors
South Dakota
$232K +$2.12K +11 +1%
EFA
1193
Evernest Financial Advisors
Indiana
$232K +$222K +1,155 New
MWA
1194
Midland Wealth Advisors
Illinois
$232K – – –
DT
1195
Diversified Trust
Tennessee
$232K +$222K +1,154 New
AT
1196
American Trust
Kentucky
$229K +$219K +1,140 New
FA
1197
FSA Advisors
Michigan
$229K +$219K +1,138 New
CPG
1198
Cornerstone Planning Group
New Jersey
$228K +$769 +4 +0.4%
AIC
1199
Archer Investment Corporation
Indiana
$227K +$5.19K +27 +2%
AWM
1200
Angeles Wealth Management
California
$227K -$163K -849 -43%
46 47
48
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