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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1226
Canvas Wealth Advisors
Kansas
– -$511K -3,082 Closed
HAS
1227
HBW Advisory Services
California
– -$393K -2,474 Closed
APA
1228
Astoria Portfolio Advisors
New York
– -$402K -2,410 Closed
HI
1229
Harper Investing
California
– -$377K -2,374 Closed
CWP
1230
Curated Wealth Partners
California
– -$376K -2,369 Closed
ASI
1231
Advisory Services & Investments
Oregon
– -$340K -2,142 Closed
RWA
1232
Redmont Wealth Advisors
Illinois
– -$318K -2,000 Closed
KTM
1233
Keeler Thomas Management
Utah
– -$294K -1,854 Closed
LWM
1234
Laidlaw Wealth Management
New York
– -$293K -1,843 Closed
9WM
1235
9258 Wealth Management
Ohio
– -$289K -1,818 Closed
SWP
1236
Strategic Wealth Partners
Ohio
– -$283K -1,780 Closed
NLP
1237
Next Level Private
New York
– -$286K -1,755 Closed
EDRH
1238
Edmond de Rothschild Holding
Switzerland
– -$277K -1,743 Closed
CWA
1239
CM Wealth Advisors
Ohio
– -$272K -1,711 Closed
Boston Partners
1240
Boston Partners
Massachusetts
– -$294K -1,676 Closed
MWA
1241
Mills Wealth Advisors
Texas
– -$258K -1,626 Closed
RWM
1242
Ritholtz Wealth Management
New York
– -$252K -1,586 Closed
AA
1243
Argent Advisors
Louisiana
– -$238K -1,500 Closed
ACM
1244
Arlington Capital Management
Illinois
– -$236K -1,486 Closed
SG
1245
StoneX Group
New York
– -$235K -1,482 Closed
OWP
1246
Obermeyer Wealth Partners
Colorado
– -$218K -1,371 Closed
VVP
1247
Venture Visionary Partners
Ohio
– -$208K -1,312 Closed
MLA
1248
My Legacy Advisors
Oregon
– -$228K -1,293 Closed
CA
1249
Calton & Associates
Florida
– -$205K -1,288 Closed
MLFP
1250
MPS Loria Financial Planners
Illinois
– -$204K -1,282 Closed