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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Angeles Wealth Management
California
$210K – – –
CCWM
1277
Cassaday & Co Wealth Management
Virginia
$210K +$223K +1,128 New
SDWMA
1278
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$198 +1 +0.1%
HIW
1279
Holos Integrated Wealth
Pennsylvania
$210K – – –
MWM
1280
Maridea Wealth Management
New York
$208K +$1.19K +6 +0.5%
WMN
1281
Wealth Management Nebraska
Nebraska
$208K -$288K -1,457 -57%
EFG
1282
Ehrlich Financial Group
California
$207K +$220K +1,113 New
VBWMG
1283
Von Berge Wealth Management Group
California
$207K +$593 +3 +0.3%
FA
1284
FSA Advisors
Michigan
$206K +$4.35K +22 +2%
MSAM
1285
Moloney Securities Asset Management
Missouri
$206K +$218K +1,105 New
KFSN
1286
Keystone Financial Services (Nebraska)
Nebraska
$205K +$218K +1,102 New
MPAM
1287
Murphy Pohlad Asset Management
Minnesota
$205K +$217K +1,101 New
RH
1288
RFG Holdings
Texas
$204K -$3.95K -20 -2%
BAM
1289
BTS Asset Management
Massachusetts
$204K +$216K +1,095 New
IJWM
1290
Inman Jager Wealth Management
Mississippi
$204K +$216K +1,093 New
JGIA
1291
Jackson Grant Investment Advisers
Connecticut
$203K +$1.38K +7 +0.6%
WIM
1292
Warwick Investment Management
Texas
$203K – – –
THL
1293
Tillman Hartley LLC
Colorado
$203K -$6.72K -34 -3%
WA
1294
WPG Advisers
Maryland
$201K -$6.12K -31 -3%
SAM
1295
Satovsky Asset Management
New York
$201K +$1.19K +6 +0.6%
GK
1296
Graney & King
New York
$201K +$395 +2 +0.2%
SVWAG
1297
Sound View Wealth Advisors Group
Georgia
$200K +$213K +1,076 New
FPB
1298
First PREMIER Bank
South Dakota
$197K – – –
KFI
1299
Key Financial Inc
Pennsylvania
$191K -$44.1K -223 -18%
ATC
1300
Advantage Trust Company
Kansas
$186K – – –
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