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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1276
Berger Financial Group
Minnesota
$237K -$18.9K -102 -8%
ACM
1277
Advisors Capital Management
New Jersey
$236K +$224K +1,212 New
LRPA
1278
L. Roy Papp & Associates
Arizona
$236K – – –
VBWMG
1279
Von Berge Wealth Management Group
California
$234K +$370 +2 +0.2%
IDA
1280
Intelligence Driven Advisers
California
$232K -$4.81K -26 -2%
DWM
1281
Defined Wealth Management
Oregon
$232K – – –
SWM
1282
SilverOak Wealth Management
Minnesota
$230K – – –
BWP
1283
Balboa Wealth Partners
Arizona
$229K +$217K +1,173 New
SL
1284
Salomon & Ludwin
Virginia
$229K +$370 +2 +0.2%
SFS
1285
Strategic Financial Services
New York
$227K – – –
EFG
1286
Ehrlich Financial Group
California
$227K +$9.26K +50 +4%
ALWM
1287
Andrews Lucia Wealth Management
California
$226K – – –
MAS
1288
Meeder Advisory Services
Ohio
$226K -$222K -1,200 -51%
SAM
1289
Synergy Asset Management
Washington
$226K +$214K +1,158 New
AIC
1290
Archer Investment Corporation
Indiana
$225K +$2.59K +14 +1%
HBW
1291
Hazlett, Burt & Watson
West Virginia
$225K -$79.6K -430 -27%
PCM
1292
Peirce Capital Management
Texas
$224K +$213K +1,148 New
VF
1293
Vawter Financial
Ohio
$223K -$2.35M -12,703 -92%
HIW
1294
Holos Integrated Wealth
Pennsylvania
$223K – – –
IIL
1295
Insight Inv LLC
California
$223K – – –
CDWM
1296
Campbell Deegan Wealth Management
Virginia
$223K -$61.1K -330 -22%
MPAM
1297
Murphy Pohlad Asset Management
Minnesota
$223K +$7.4K +40 +4%
SMA
1298
Seven Mile Advisory
New Jersey
$221K – – –
CWM
1299
Connecticut Wealth Management
Connecticut
$220K -$17.2K -93 -8%
SA
1300
Sovran Advisors
California
$220K +$204K +1,100 New
50 51
52
53 54