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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPAM
1251
Murphy Pohlad Asset Management
Minnesota
$267K +$28.4K +139 +12%
APW
1252
Axim Planning & Wealth
Ohio
$265K -$7.36K -36 -3%
RFP
1253
RCS Financial Planning
Maryland
$265K +$4.91K +24 +2%
TA
1254
TruWealth Advisors
Louisiana
$265K – – –
PGIM Custom Harvest
1255
PGIM Custom Harvest
New Jersey
$265K -$52.5K -257 -17%
CT
1256
Colonial Trust
South Carolina
$265K -$209K -1,020 -45%
BLFG
1257
Brian Low Financial Group
Louisiana
$264K -$28.4K -139 -10%
CCIA
1258
Cherry Creek Investment Advisors
Colorado
$264K +$8.59K +42 +3%
TL
1259
Tradewinds LLC
North Carolina
$263K +$258K +1,262 New
CCFM
1260
Clear Creek Financial Management
Washington
$262K -$90.2K -441 -26%
NWAG
1261
Net Worth Advisory Group
Utah
$262K -$676K -3,305 -72%
SPWM
1262
Schrum Private Wealth Management
Florida
$261K -$51.5K -252 -17%
WFA
1263
Wells Financial Advisors
Massachusetts
$261K – – –
TFM
1264
TFC Financial Management
Massachusetts
$259K +$204 +1 +0.1%
SAM
1265
Summit Asset Management
Tennessee
$259K – – –
BWP
1266
Balboa Wealth Partners
Arizona
$258K +$13.3K +65 +6%
GWANC
1267
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$28.8K -141 -10%
LCM
1268
Liberty Capital Management
Michigan
$258K -$3.27K -16 -1%
Dakota Wealth Management
1269
Dakota Wealth Management
Florida
$258K -$206K -1,007 -45%
KDA
1270
Kraft Davis & Associates
Missouri
$257K -$72.6K -355 -23%
MLA
1271
MB, Levis & Associates
Pennsylvania
$257K +$53.2K +260 +27%
PPC
1272
Park Place Capital
Alabama
$257K +$204 +1 +0.1%
CA
1273
Claris Advisors
Missouri
$256K – – –
FHC
1274
First Heartland Consultants
Missouri
$254K -$70.7K -346 -22%
LRPA
1275
L. Roy Papp & Associates
Arizona
$253K +$1.23K +6 +0.5%