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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
1226
Cherry Creek Investment Advisors
Colorado
$246K +$1.78K +9 +0.7%
NWAG
1227
Net Worth Advisory Group
Utah
$246K +$17.2K +87 +7%
BFG
1228
Berger Financial Group
Minnesota
$245K -$5.14K -26 -2%
CA
1229
Claris Advisors
Missouri
$245K – – –
FWMP
1230
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$244K – – –
PCM
1231
Passive Capital Management
Maryland
$244K – – –
MW
1232
Marcum Wealth
Ohio
$241K -$33.2K -168 -11%
RBFC
1233
Roman Butler Fullerton & Co
Missouri
$241K +$198 +1 +0.1%
RPGNY
1234
Retirement Planning Group (New York)
New York
$241K +$256K +1,295 New
FFA
1235
Founders Financial Alliance
North Carolina
$241K +$150K +757 +142%
MAMG
1236
Milestone Asset Management Group
Connecticut
$240K +$1.19K +6 +0.5%
RF
1237
RHS Financial
California
$240K -$5.33K -27 -2%
KIM
1238
Kestra Investment Management
Texas
$240K -$22.5M -114,119 -99%
WPW
1239
Watershed Private Wealth
Illinois
$239K +$19.8K +100 +8%
BMWS
1240
Brady Martz Wealth Solutions
North Dakota
$239K -$395 -2 -0.2%
TA
1241
TruWealth Advisors
Louisiana
$236K -$21.9K -111 -8%
BWL
1242
Bogart Wealth LLC
Virginia
$236K – – –
CWS
1243
Confluence Wealth Services
Pennsylvania
$235K +$264K +1,334 New
PFP
1244
Paragon Financial Partners
California
$235K +$30.8K +156 +14%
PA
1245
Paragon Advisors
Texas
$234K +$11.3K +57 +5%
LCM
1246
Liberty Capital Management
Michigan
$233K – – –
SVWG
1247
Shared Vision Wealth Group
United States
$232K – – –
SAM
1248
Summit Asset Management
Tennessee
$231K -$51.6K -261 -17%
RCP
1249
Rothschild Capital Partners
New York
$230K -$54.3K -275 -18%
ALWM
1250
Andrews Lucia Wealth Management
California
$230K – – –
48 49
50
51 52