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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1076
Keystone Financial Group (Kentucky)
Kentucky
$360K -$38.7K -196 -9%
CWP
1077
Curated Wealth Partners
California
$359K -$11.9K -60 -3%
IFPL
1078
Investments & Financial Planning LLC
Kentucky
$358K +$4.74K +24 +1%
WBCM
1079
Wilson & Boucher Capital Management
California
$358K
MMHP
1080
Murphy Middleton Hinkle & Parker
Georgia
$357K
WA
1081
Wambolt & Associates
Colorado
$355K -$75.1K -380 -17%
SA
1082
Skyline Advisors
Washington
$351K
VPF
1083
Vantage Point Financial
Illinois
$349K
CAL
1084
Capital Advisors Ltd
Ohio
$348K
S
1085
SignatureFD
Georgia
$348K +$2.57K +13 +0.7%
CAC
1086
Certified Advisory Corp
Florida
$348K -$13.8K -70 -4%
WFA
1087
West Financial Advisors
Iowa
$346K -$24.1K -122 -6%
NHT
1088
New Hampshire Trust
New Hampshire
$346K +$593 +3 +0.2%
BA
1089
Brightwater Advisory
Florida
$346K -$22.3K -113 -6%
NLP
1090
Next Level Private
New York
$345K -$1.58K -8 -0.4%
PWMAG
1091
Pinnacle Wealth Management Advisory Group
New Jersey
$343K +$7.31K +37 +2%
CFS
1092
CGC Financial Services
Oregon
$343K -$11.9K -60 -3%
S4W
1093
Solutions 4 Wealth
Texas
$343K
BWM
1094
Benchmark Wealth Management
Connecticut
$342K +$988 +5 +0.3%
Russell Investments Group
1095
Russell Investments Group
United Kingdom
$341K +$10.7K +54 +3%
SFS
1096
Summit Financial Strategies
Ohio
$341K -$27.7K -140 -7%
WTA
1097
Washington Trust Advisors
Massachusetts
$340K -$27.1K -137 -7%
SXL
1098
Summit X LLC
Missouri
$340K -$2.96K -15 -0.8%
CP
1099
Camelot Portfolios
Ohio
$339K +$19.8K +100 +6%
GWSG
1100
GPS Wealth Strategies Group
Colorado
$339K +$5.33K +27 +2%