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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1176
Thrivent Financial for Lutherans
Minnesota
$323K -$2.42M -11,856 -88%
KPWM
1177
KDK Private Wealth Management
Texas
$323K -$15.5K -76 -5%
KP
1178
Keel Point
Alabama
$322K +$8.79K +43 +3%
LA
1179
LWM Advisors
California
$322K -$204 -1 -0.1%
MAMG
1180
Milestone Asset Management Group
Connecticut
$322K +$1.23K +6 +0.4%
NC
1181
North Capital
Utah
$322K +$1.64K +8 +0.5%
PWM
1182
Penobscot Wealth Management
Maine
$322K -$3.88K -19 -1%
GJWM
1183
Gilliland Jeter Wealth Management
Arkansas
$321K
OFI
1184
Outbound Financial Inc
Colorado
$320K
GWP
1185
Gateway Wealth Partners
Wisconsin
$320K +$4.91K +24 +2%
RSWA
1186
Robinson Smith Wealth Advisors
Maine
$319K
CAM
1187
Columbia Asset Management
Michigan
$318K +$13.3K +65 +4%
FT
1188
Fiduciary Trust
Massachusetts
$317K -$34.6K -169 -10%
BWS
1189
BCR Wealth Strategies
Alabama
$315K +$310K +1,514 New
SW
1190
SVB Wealth
Massachusetts
$313K +$78.7K +385 +35%
RBC
1191
Romano Brothers & Co
Illinois
$311K
LA
1192
LexAurum Advisors
Kansas
$309K +$6.34K +31 +2%
MWP
1193
Meredith Wealth Planning
Illinois
$308K
VPWA
1194
Vestia Personal Wealth Advisors
Indiana
$308K +$1.23K +6 +0.4%
BWP
1195
Barlow Wealth Partners
Kentucky
$308K -$18K -88 -6%
PFGIA
1196
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$87.5K +428 +41%
SA
1197
Stewardship Advisors
Pennsylvania
$307K -$7.57K -37 -2%
GAG
1198
GM Advisory Group
New York
$305K +$818 +4 +0.3%
KFGK
1199
Keystone Financial Group (Kentucky)
Kentucky
$304K +$7.36K +36 +3%
JWM
1200
Jeppson Wealth Management
California
$304K