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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1226
HBW Advisory Services
California
-$393K -2,474 Closed
APA
1227
Astoria Portfolio Advisors
New York
-$402K -2,410 Closed
HI
1228
Harper Investing
California
-$377K -2,374 Closed
CWP
1229
Curated Wealth Partners
California
-$376K -2,369 Closed
ASI
1230
Advisory Services & Investments
Oregon
-$340K -2,142 Closed
RWA
1231
Redmont Wealth Advisors
Illinois
-$318K -2,000 Closed
KTM
1232
Keeler Thomas Management
Utah
-$294K -1,854 Closed
LWM
1233
Laidlaw Wealth Management
New York
-$293K -1,843 Closed
9WM
1234
9258 Wealth Management
Ohio
-$289K -1,818 Closed
SWP
1235
Strategic Wealth Partners
Ohio
-$283K -1,780 Closed
NLP
1236
Next Level Private
New York
-$286K -1,755 Closed
EDRH
1237
Edmond de Rothschild Holding
Switzerland
-$277K -1,743 Closed
CWA
1238
CM Wealth Advisors
Ohio
-$272K -1,711 Closed
Boston Partners
1239
Boston Partners
Massachusetts
-$294K -1,676 Closed
MWA
1240
Mills Wealth Advisors
Texas
-$258K -1,626 Closed
RWM
1241
Ritholtz Wealth Management
New York
-$252K -1,586 Closed
AA
1242
Argent Advisors
Louisiana
-$238K -1,500 Closed
ACM
1243
Arlington Capital Management
Illinois
-$236K -1,486 Closed
SG
1244
StoneX Group
New York
-$235K -1,482 Closed
OWP
1245
Obermeyer Wealth Partners
Colorado
-$218K -1,371 Closed
VVP
1246
Venture Visionary Partners
Ohio
-$208K -1,312 Closed
MLA
1247
My Legacy Advisors
Oregon
-$228K -1,293 Closed
CA
1248
Calton & Associates
Florida
-$205K -1,288 Closed
MLFP
1249
MPS Loria Financial Planners
Illinois
-$204K -1,282 Closed
VBWMG
1250
Von Berge Wealth Management Group
California
-$210K -1,229 Closed