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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
301
Gladstone Institutional Advisory
Florida
$389K -$54K -290 -12%
SIAS
302
Shine Investment Advisory Services
Colorado
$386K
AI
303
Atria Investments
North Carolina
$374K -$27.2K -146 -7%
CHA
304
Carmichael Hill & Associates
Maryland
$372K +$12.9K +69 +3%
NP
305
NorthRock Partners
Minnesota
$362K +$35.9K +193 +11%
Cerity Partners
306
Cerity Partners
New York
$357K +$11.2K +60 +3%
MIH
307
Meitav Investment House
Israel
$352K +$27.9K +150 +9%
GWM
308
Geneos Wealth Management
Colorado
$345K -$34.5K -185 -9%
EAM
309
Evanson Asset Management
California
$344K -$18.1K -97 -5%
WAG
310
Winthrop Advisory Group
Massachusetts
$344K +$559 +3 +0.2%
SAM
311
Smithbridge Asset Management
Pennsylvania
$330K
CIC
312
Cutler Investment Counsel
Oregon
$329K -$129K -692 -28%
PAG
313
Private Advisory Group
Washington
$328K
MWM
314
Modera Wealth Management
New Jersey
$322K -$9.5K -51 -3%
VWM
315
Valley Wealth Managers
New Jersey
$318K +$326K +1,748 New
PA
316
Parkside Advisors
California
$317K
FMWA
317
Forvis Mazars Wealth Advisors
Missouri
$307K +$314K +1,688 New
PCIA
318
Prime Capital Investment Advisors
Kansas
$303K +$310K +1,663 New
WAM
319
Wealthspire Advisors (Maryland)
Maryland
$302K +$186 +1 +0.1%
KF
320
Krilogy Financial
Missouri
$298K -$12.1K -65 -4%
MCM
321
MAI Capital Management
Ohio
$296K +$745 +4 +0.2%
BAS
322
Brown Advisory Securities
Maryland
$294K -$839K -4,506 -74%
COI
323
Capital One Investing
Virginia
$291K +$74.5K +400 +33%
SBH
324
Segall Bryant & Hamill
Illinois
$288K -$3.17K -17 -1%
WIC
325
Whitegate Investment Counselors
New Hampshire
$288K