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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1176
Salus Financial Advisors
Colorado
$325K – – –
Clark Capital Management Group
1177
Clark Capital Management Group
Pennsylvania
$324K +$14.1K +69 +5%
Thrivent Financial for Lutherans
1178
Thrivent Financial for Lutherans
Minnesota
$323K -$2.42M -11,856 -88%
KPWM
1179
KDK Private Wealth Management
Texas
$323K -$15.5K -76 -5%
KP
1180
Keel Point
Alabama
$322K +$8.79K +43 +3%
LA
1181
LWM Advisors
California
$322K -$204 -1 -0.1%
MAMG
1182
Milestone Asset Management Group
Connecticut
$322K +$1.23K +6 +0.4%
NC
1183
North Capital
Utah
$322K +$1.64K +8 +0.5%
PWM
1184
Penobscot Wealth Management
Maine
$322K -$3.88K -19 -1%
GJWM
1185
Gilliland Jeter Wealth Management
Arkansas
$321K – – –
OFI
1186
Outbound Financial Inc
Colorado
$320K – – –
GWP
1187
Gateway Wealth Partners
Wisconsin
$320K +$4.91K +24 +2%
RSWA
1188
Robinson Smith Wealth Advisors
Maine
$319K – – –
CAM
1189
Columbia Asset Management
Michigan
$318K +$13.3K +65 +4%
Fiduciary Trust
1190
Fiduciary Trust
Massachusetts
$317K -$34.6K -169 -10%
BWS
1191
BCR Wealth Strategies
Alabama
$315K +$310K +1,514 New
SW
1192
SVB Wealth
Massachusetts
$313K +$78.7K +385 +35%
RBC
1193
Romano Brothers & Co
Illinois
$311K – – –
LA
1194
LexAurum Advisors
Kansas
$309K +$6.34K +31 +2%
MWP
1195
Meredith Wealth Planning
Illinois
$308K – – –
VPWA
1196
Vestia Personal Wealth Advisors
Indiana
$308K +$1.23K +6 +0.4%
BWP
1197
Barlow Wealth Partners
Kentucky
$308K -$18K -88 -6%
PFGIA
1198
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$87.5K +428 +41%
SA
1199
Stewardship Advisors
Pennsylvania
$307K -$7.57K -37 -2%
GAG
1200
GM Advisory Group
New York
$305K +$818 +4 +0.3%