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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1226
Keystone Financial Group (Kentucky)
Kentucky
$329K +$19.9K +95 +7%
UPS
1227
UHLMANN PRICE SECURITIES
Illinois
$327K -$9K -43 -3%
MAMG
1228
Milestone Asset Management Group
Connecticut
$327K +$419 +2 +0.1%
LA
1229
LWM Advisors
California
$327K – – –
SFS
1230
Strategic Financial Services
New York
$326K +$50.3K +240 +21%
GJWM
1231
Gilliland Jeter Wealth Management
Arkansas
$325K – – –
OFI
1232
Outbound Financial Inc
Colorado
$325K – – –
RBFC
1233
Roman Butler Fullerton & Co
Missouri
$325K +$419 +2 +0.1%
GWP
1234
Gateway Wealth Partners
Wisconsin
$324K – – –
Axxcess Wealth Management
1235
Axxcess Wealth Management
California
$323K -$134K -642 -30%
KPWM
1236
KDK Private Wealth Management
Texas
$321K -$6.07K -29 -2%
WI
1237
WrapManager Inc
California
$321K -$44.8K -214 -12%
TWM
1238
Thrive Wealth Management
Pennsylvania
$320K -$73.3K -350 -19%
SA
1239
Stewardship Advisors
Pennsylvania
$319K +$7.33K +35 +2%
KFP
1240
KMG Fiduciary Partners
Ohio
$319K +$315K +1,504 New
DP
1241
Dearborn Partners
Illinois
$318K +$33.9K +162 +12%
AA
1242
Argent Advisors
Louisiana
$318K -$21.1K -101 -6%
SW
1243
SVB Wealth
Massachusetts
$318K – – –
RSWA
1244
Robinson Smith Wealth Advisors
Maine
$317K -$6.28K -30 -2%
MPCL
1245
My Personal CFO LLC
Washington
$317K +$38.5K +184 +14%
PP
1246
Pearl Planning
Michigan
$316K +$312K +1,490 New
RCAG
1247
Rehmann Capital Advisory Group
Michigan
$312K +$27K +129 +10%
HIS
1248
Horizon Investment Services
Indiana
$311K +$9.84K +47 +3%
SC
1249
Solstein Capital
California
$310K +$306K +1,463 New
UBS AM
1250
UBS AM
Illinois
$309K +$305K +1,457 New