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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1176
Winthrop Advisory Group
Massachusetts
$240K -$17.1K -89 -7%
LRPA
1177
L. Roy Papp & Associates
Arizona
$240K +$2.31K +12 +1%
AWM
1178
Accel Wealth Management
Iowa
$240K +$15.8K +82 +7%
ASI
1179
Advisory Services & Investments
Oregon
$239K – – –
DWP
1180
Destiny Wealth Partners
Florida
$239K – – –
FWTB
1181
First Western Trust Bank
Colorado
$239K +$229K +1,189 New
SWM
1182
SilverOak Wealth Management
Minnesota
$237K – – –
PA
1183
Paragon Advisors
Texas
$237K +$6.54K +34 +3%
WPW
1184
Watershed Private Wealth
Illinois
$237K -$50.7K -264 -18%
WWWM
1185
White Wing Wealth Management
Texas
$236K -$105K -546 -32%
IDA
1186
Intelligence Driven Advisers
California
$236K +$2.31K +12 +1%
LGWM
1187
Litman Gregory Wealth Management
California
$235K – – –
SFS
1188
Strategic Financial Services
New York
$234K +$961 +5 +0.4%
SAM
1189
Smithbridge Asset Management
Pennsylvania
$233K -$9.61K -50 -4%
SCA
1190
Sage Capital Advisors
South Dakota
$232K +$2.12K +11 +1%
EFA
1191
Evernest Financial Advisors
Indiana
$232K +$222K +1,155 New
MWA
1192
Midland Wealth Advisors
Illinois
$232K – – –
DT
1193
Diversified Trust
Tennessee
$232K +$222K +1,154 New
AT
1194
American Trust
Kentucky
$229K +$219K +1,140 New
FA
1195
FSA Advisors
Michigan
$229K +$219K +1,138 New
CPG
1196
Cornerstone Planning Group
New Jersey
$228K +$769 +4 +0.4%
AIC
1197
Archer Investment Corporation
Indiana
$227K +$5.19K +27 +2%
AWM
1198
Angeles Wealth Management
California
$227K -$163K -849 -43%
SAM
1199
Satovsky Asset Management
New York
$226K +$2.69K +14 +1%
GGV
1200
GG Group Ventures
Florida
$225K -$6.34K -33 -3%
46 47
48
49 50