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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1076
Adamsbrown Wealth Consultants
Kansas
$361K – – –
Thrive Wealth Management
1077
Thrive Wealth Management
Pennsylvania
$361K +$24.7K +125 +7%
Keystone Financial Group (Kentucky)
1078
Keystone Financial Group (Kentucky)
Kentucky
$360K -$38.7K -196 -9%
Curated Wealth Partners
1079
Curated Wealth Partners
California
$359K -$11.9K -60 -3%
IFPL
1080
Investments & Financial Planning LLC
Kentucky
$358K +$4.74K +24 +1%
WBCM
1081
Wilson & Boucher Capital Management
California
$358K – – –
MMHP
1082
Murphy Middleton Hinkle & Parker
Georgia
$357K – – –
WA
1083
Wambolt & Associates
Colorado
$355K -$75.1K -380 -17%
SA
1084
Skyline Advisors
Washington
$351K – – –
VPF
1085
Vantage Point Financial
Illinois
$349K – – –
Capital Advisors Ltd
1086
Capital Advisors Ltd
Ohio
$348K – – –
SignatureFD
1087
SignatureFD
Georgia
$348K +$2.57K +13 +0.7%
Certified Advisory Corp
1088
Certified Advisory Corp
Florida
$348K -$13.8K -70 -4%
West Financial Advisors
1089
West Financial Advisors
Iowa
$346K -$24.1K -122 -6%
NHT
1090
New Hampshire Trust
New Hampshire
$346K +$593 +3 +0.2%
BA
1091
Brightwater Advisory
Florida
$346K -$22.3K -113 -6%
NLP
1092
Next Level Private
New York
$345K -$1.58K -8 -0.4%
PWMAG
1093
Pinnacle Wealth Management Advisory Group
New Jersey
$343K +$7.31K +37 +2%
CFS
1094
CGC Financial Services
Oregon
$343K -$11.9K -60 -3%
S4W
1095
Solutions 4 Wealth
Texas
$343K – – –
BWM
1096
Benchmark Wealth Management
Connecticut
$342K +$988 +5 +0.3%
Russell Investments Group
1097
Russell Investments Group
United Kingdom
$341K +$10.7K +54 +3%
Summit Financial Strategies
1098
Summit Financial Strategies
Ohio
$341K -$27.7K -140 -7%
Washington Trust Advisors
1099
Washington Trust Advisors
Massachusetts
$340K -$27.1K -137 -7%
SXL
1100
Summit X LLC
Missouri
$340K -$2.96K -15 -0.8%