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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1101
Capital Advisors Ltd
Ohio
$370K – – –
NLP
1102
Next Level Private
New York
$369K +$411 +2 +0.1%
BF
1103
Bonfire Financial
Colorado
$369K +$382K +1,860 New
SignatureFD
1104
SignatureFD
Georgia
$368K +$65.7K +320 +21%
NHT
1105
New Hampshire Trust
New Hampshire
$367K – – –
HWA
1106
HHM Wealth Advisors
Tennessee
$367K – – –
TFCP
1107
Twin Focus Capital Partners
Massachusetts
$367K – – –
CB
1108
Cadence Bank
Mississippi
$366K -$23.2K -113 -6%
OFS
1109
OneAscent Financial Services
Alabama
$365K +$378K +1,843 New
S4W
1110
Solutions 4 Wealth
Texas
$365K – – –
SXL
1111
Summit X LLC
Missouri
$364K +$377K +1,838 New
BWM
1112
Benchmark Wealth Management
Connecticut
$363K +$1.03K +5 +0.3%
BPFA
1113
Barnes Pettey Financial Advisors
Mississippi
$362K +$1.85K +9 +0.5%
SOWAS
1114
Silver Oak Wealth Advisors Services
California
$360K +$373K +1,815 New
AP
1115
Appleton Partners
Massachusetts
$359K -$205 -1 -0.1%
TWM
1116
Thrive Wealth Management
Pennsylvania
$359K -$22.2K -108 -6%
OPPS
1117
Obsidian Personal Planning Solutions
Maryland
$359K – – –
Daymark Wealth Partners
1118
Daymark Wealth Partners
Ohio
$359K +$13.3K +65 +4%
C1AG
1119
Client 1st Advisory Group
Florida
$358K – – –
PWMAG
1120
Pinnacle Wealth Management Advisory Group
New Jersey
$358K -$2.26K -11 -0.6%
LPAM
1121
Lodestar Private Asset Management
California
$358K -$6.16K -30 -2%
CIC
1122
Cutler Investment Counsel
Oregon
$357K -$171K -831 -32%
GWSG
1123
GPS Wealth Strategies Group
Colorado
$355K -$411 -2 -0.1%
UFA
1124
Uptown Financial Advisors
Texas
$354K +$367K +1,788 New
Russell Investments Group
1125
Russell Investments Group
United Kingdom
$352K +$3.08K +15 +0.9%