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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1276
Financial Advocates Investment Management
Washington
$238K -$928K -5,012 -80%
BFG
1277
Berger Financial Group
Minnesota
$237K -$18.9K -102 -8%
ACM
1278
Advisors Capital Management
New Jersey
$236K +$224K +1,212 New
LRPA
1279
L. Roy Papp & Associates
Arizona
$236K – – –
VBWMG
1280
Von Berge Wealth Management Group
California
$234K +$370 +2 +0.2%
IDA
1281
Intelligence Driven Advisers
California
$232K -$4.81K -26 -2%
DWM
1282
Defined Wealth Management
Oregon
$232K – – –
SWM
1283
SilverOak Wealth Management
Minnesota
$230K – – –
BWP
1284
Balboa Wealth Partners
Arizona
$229K +$217K +1,173 New
SL
1285
Salomon & Ludwin
Virginia
$229K +$370 +2 +0.2%
SFS
1286
Strategic Financial Services
New York
$227K – – –
EFG
1287
Ehrlich Financial Group
California
$227K +$9.26K +50 +4%
ALWM
1288
Andrews Lucia Wealth Management
California
$226K – – –
MAS
1289
Meeder Advisory Services
Ohio
$226K -$222K -1,200 -51%
SAM
1290
Synergy Asset Management
Washington
$226K +$214K +1,158 New
AIC
1291
Archer Investment Corporation
Indiana
$225K +$2.59K +14 +1%
HBW
1292
Hazlett, Burt & Watson
West Virginia
$225K -$79.6K -430 -27%
PCM
1293
Peirce Capital Management
Texas
$224K +$213K +1,148 New
VF
1294
Vawter Financial
Ohio
$223K -$2.35M -12,703 -92%
HIW
1295
Holos Integrated Wealth
Pennsylvania
$223K – – –
IIL
1296
Insight Inv LLC
California
$223K – – –
CDWM
1297
Campbell Deegan Wealth Management
Virginia
$223K -$61.1K -330 -22%
MPAM
1298
Murphy Pohlad Asset Management
Minnesota
$223K +$7.4K +40 +4%
SMA
1299
Seven Mile Advisory
New Jersey
$221K – – –
CWM
1300
Connecticut Wealth Management
Connecticut
$220K -$17.2K -93 -8%
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52
53 54