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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
1751
Tidemark
California
– -$48.7K -230 Closed
KFP
1752
Kerr Financial Planning
California
– -$43.2K -211 Closed
CFS
1753
Compass Financial Services
Iowa
– -$41.9K -198 Closed
PS
1754
Pinney & Scofield
Massachusetts
– -$40.7K -192 Closed
MA
1755
Modus Advisors
Minnesota
– -$30.5K -144 Closed
RWS
1756
Retirement Wealth Solutions
Wisconsin
– -$26.9K -127 Closed
RLIM
1757
Red Lighthouse Investment Management
New York
– -$23.3K -110 Closed
NL
1758
Navalign LLC
California
– -$17.8K -84 Closed
CRI
1759
Commonwealth Retirement Investments
Virginia
– -$12.9K -61 Closed
LWANC
1760
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$11.6K -55 Closed
FWA
1761
Flagship Wealth Advisors
Massachusetts
– -$11.2K -53 Closed
GG
1762
Gleason Group
Kentucky
– -$11.2K -53 Closed
GAFA
1763
Garton & Associates Financial Advisors
Kentucky
– -$10.8K -51 Closed
AIP
1764
Ameritas Investment Partners
Nebraska
– -$10.4K -49 Closed
RAM
1765
Reflection Asset Management
South Carolina
– -$8.01K -37 Closed
FIM
1766
FWL Investment Management
Texas
– -$3.6K -17 Closed
TPBG
1767
Turning Point Benefit Group
Maryland
– -$3.18K -15 Closed
AWA
1768
American Wealth Advisors
Georgia
– -$2.87K -14 Closed
Qube Research & Technologies (QRT)
1769
Qube Research & Technologies (QRT)
United Kingdom
– -$2.33K -11 Closed
FW
1770
Fairway Wealth
Ohio
– -$2.12K -10 Closed
SHIM
1771
Stone House Investment Management
Pennsylvania
– -$426 -2 Closed
CWP
1772
Concord Wealth Partners
Virginia
– -$220 -1 Closed