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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
1276
Von Berge Wealth Management Group
California
$238K +$616 +3 +0.3%
PA
1277
Paragon Advisors
Texas
$237K +$3.69K +18 +2%
WAG
1278
Winthrop Advisory Group
Massachusetts
$235K -$1.23K -6 -0.5%
WPW
1279
Watershed Private Wealth
Illinois
$235K +$1.44K +7 +0.6%
XPN
1280
XY Planning Network
Montana
$235K +$243K +1,185 New
GWANC
1281
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K -$46.8K -228 -16%
SBIA
1282
Sheaff Brock Investment Advisors
Indiana
$234K -$71.6K -349 -23%
SWM
1283
SilverOak Wealth Management
Minnesota
$234K – – –
IDA
1284
Intelligence Driven Advisers
California
$234K +$1.23K +6 +0.5%
BCA
1285
Bay Capital Advisors
Virginia
$234K +$242K +1,179 New
ALWM
1286
Andrews Lucia Wealth Management
California
$233K +$1.23K +6 +0.5%
PTP
1287
Platform Technology Partners
New York
$232K +$241K +1,172 New
LGWM
1288
Litman Gregory Wealth Management
California
$232K – – –
SFS
1289
Strategic Financial Services
New York
$231K – – –
SCA
1290
Sage Capital Advisors
South Dakota
$231K +$1.44K +7 +0.6%
FFP
1291
Freedom Financial Partners
Minnesota
$230K +$239K +1,162 New
LCM
1292
Lazari Capital Management
California
$230K -$55.8K -272 -19%
MWA
1293
Midland Wealth Advisors
Illinois
$229K – – –
CGPCS
1294
Capital Group Private Client Services
California
$228K +$237K +1,153 New
IIL
1295
Insight Inv LLC
California
$227K +$46.2K +225 +25%
CWL
1296
Causey Wealth LLC
Colorado
$226K +$234K +1,141 New
SMA
1297
Seven Mile Advisory
New Jersey
$225K +$5.95K +29 +3%
AIC
1298
Archer Investment Corporation
Indiana
$225K – – –
WKSWA
1299
White Knight Strategic Wealth Advisors
New Jersey
$224K +$232K +1,130 New
AWM
1300
Angeles Wealth Management
California
$224K – – –
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