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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPF
1251
Vantage Point Financial
Illinois
$333K -$49.2K -220 -13%
MAMG
1252
Milestone Asset Management Group
Connecticut
$333K -$2.46K -11 -0.7%
GAG
1253
GM Advisory Group
New York
$331K -$67.5K -302 -17%
MF
1254
Montis Financial
Massachusetts
$329K -$189K -845 -36%
TWM
1255
Thrive Wealth Management
Pennsylvania
$327K -$1.12K -5 -0.3%
MPCL
1256
My Personal CFO LLC
Washington
$326K +$894 +4 +0.3%
NCTC
1257
New Covenant Trust Company
Indiana
$326K -$20.6K -92 -6%
VPWA
1258
Vestia Personal Wealth Advisors
Indiana
$324K +$894 +4 +0.3%
KPWM
1259
KDK Private Wealth Management
Texas
$324K -$6.04K -27 -2%
PP
1260
Pearl Planning
Michigan
$324K – – –
PWMAG
1261
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$31.3K -140 -9%
RBFC
1262
Roman Butler Fullerton & Co
Missouri
$323K +$447 +2 +0.1%
KP
1263
Keel Point
Alabama
$322K -$17.2K -77 -5%
RCAG
1264
Rehmann Capital Advisory Group
Michigan
$321K +$224 +1 +0.1%
SC
1265
Solstein Capital
California
$320K +$2.01K +9 +0.6%
BF
1266
Bonfire Financial
Colorado
$320K +$17.4K +78 +6%
AFA
1267
AA Financial Advisors
Ohio
$320K +$329K +1,471 New
SFA
1268
Salus Financial Advisors
Colorado
$319K -$19.7K -88 -6%
FA
1269
Flagstar Advisors
New York
$317K +$894 +4 +0.3%
LCM
1270
Lazari Capital Management
California
$317K +$1.79K +8 +0.6%
JWM
1271
Jeppson Wealth Management
California
$317K +$671 +3 +0.2%
Curi RMB Capital
1272
Curi RMB Capital
Illinois
$316K +$37.3K +167 +13%
AWM
1273
Accurate Wealth Management
Florida
$316K -$353K -1,580 -53%
MWP
1274
Meredith Wealth Planning
Illinois
$314K – – –
AFG
1275
Altiora Financial Group
Ohio
$313K – – –