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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
476
Fiera Capital (Canada)
Quebec, Canada
$384K
Koshinski Asset Management
477
Koshinski Asset Management
Illinois
$381K +$344K +1,424 New
ZB
478
Zions Bancorporation
Utah
$372K -$113K -466 -25%
PJB
479
Paul John Balson
California
$369K +$484 +2 +0.1%
LW
480
Linscomb Wealth
Texas
$360K
BBHC
481
Brown Brothers Harriman & Co
New York
$354K +$320K +1,323 New
PWM
482
Perigon Wealth Management
California
$353K +$2.66K +11 +0.8%
BIM
483
Baldwin Investment Management
Pennsylvania
$353K +$319K +1,320 New
WA
484
WP Advisors
California
$352K +$967 +4 +0.3%
KA
485
Klingman & Associates
New York
$350K
SFPG
486
Stonebridge Financial Planning Group
Florida
$348K -$33.9K -140 -10%
SWM
487
Segment Wealth Management
Texas
$347K
AWA
488
Alaska Wealth Advisors
Alaska
$345K -$5.32K -22 -2%
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$345K +$139K +574 +80%
WA
490
WBH Advisory
Maryland
$341K
W
491
Wealthquest
Ohio
$340K
CWM
492
Capital Wealth Management
Rhode Island
$339K +$61.2K +253 +25%
GRP
493
Global Retirement Partners
California
$338K +$15.7K +65 +5%
CM
494
Capital Management
Virginia
$335K
AWM
495
Altium Wealth Management
New York
$334K +$301K +1,246 New
SFS
496
Strategic Financial Services
New York
$331K
XF
497
XML Financial
Maryland
$331K +$967 +4 +0.3%
SFG
498
Sather Financial Group
Texas
$327K +$2.18K +9 +0.7%
WLIM
499
White Lighthouse Investment Management
Massachusetts
$325K -$5.32K -22 -2%
UR
500
USCA RIA
Texas
$324K -$4.84K -20 -2%