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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
426
Bell Rock Capital
Delaware
$288K +$283K +1,338 New
KF
427
Krilogy Financial
Missouri
$287K +$211 +1 +0.1%
WA
428
WP Advisors
California
$282K -$13.1K -62 -5%
AWA
429
Alaska Wealth Advisors
Alaska
$282K -$211 -1 -0.1%
KA
430
Klingman & Associates
New York
$281K -$53K -251 -16%
PWM
431
Perigon Wealth Management
California
$281K +$21.3K +101 +8%
SMC
432
Smith, Moore & Co
Missouri
$279K -$62.1K -294 -18%
GT
433
Glenview Trust
Kentucky
$278K -$27.5K -130 -9%
SWM
434
Segment Wealth Management
Texas
$278K – – –
NWP
435
Northstar Wealth Partners
Connecticut
$278K +$41.6K +197 +18%
HNB
436
Huntington National Bank
Ohio
$276K – – –
SAM
437
Silvercrest Asset Management
New York
$276K – – –
SIC
438
Salem Investment Counselors
North Carolina
$276K +$34.9K +165 +15%
PL
439
Plancorp LLC
Missouri
$273K – – –
W
440
Wealthquest
Ohio
$273K – – –
CM
441
Capital Management
Virginia
$269K – – –
WLIM
442
White Lighthouse Investment Management
Massachusetts
$266K -$156K -740 -37%
SFS
443
Strategic Financial Services
New York
$266K – – –
XF
444
XML Financial
Maryland
$265K -$845 -4 -0.3%
UR
445
USCA RIA
Texas
$265K +$4.22K +20 +2%
AF
446
Advisornet Financial
Minnesota
$264K -$120K -566 -32%
MWM
447
Meridian Wealth Management
Kentucky
$262K -$7.39K -35 -3%
SFG
448
Sather Financial Group
Texas
$260K +$256K +1,213 New
SVWAG
449
Sound View Wealth Advisors Group
Georgia
$259K – – –
SIAS
450
Shine Investment Advisory Services
Colorado
$258K – – –