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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$353K +$42.7K +149 +13%
USCWA
527
U.S. Capital Wealth Advisors
Texas
$352K +$360K +1,258 New
HCIA
528
Hochman Cole Investment Advisors
Illinois
$351K -$29.5K -103 -8%
W
529
Wealthquest
Ohio
$350K -$6.3K -22 -2%
CM
530
Capital Management
Virginia
$350K
SCA
531
STALEY CAPITAL ADVISERS
Pennsylvania
$347K
SFS
532
Strategic Financial Services
New York
$347K
XF
533
XML Financial
Maryland
$346K
BWM
534
BNC Wealth Management
Oregon
$343K +$350K +1,224 New
W
535
WealthOne
New York
$342K -$12.6K -44 -3%
SCA
536
Snowden Capital Advisors
New York
$342K -$6.3K -22 -2%
GT
537
Glenview Trust
Kentucky
$336K
WI
538
Wintrust Investments
Illinois
$336K
SVWAG
539
Sound View Wealth Advisors Group
Georgia
$334K
WA
540
WBH Advisory
Maryland
$332K
WS
541
Wedbush Securities
California
$331K +$92.2K +322 +38%
SCM
542
SOL Capital Management
Maryland
$323K +$14.3K +50 +5%
GWM
543
Gray Wealth Management
Maine
$322K
SFG
544
Sather Financial Group
Texas
$320K
CFG
545
Citizens Financial Group
Rhode Island
$320K +$24K +84 +8%
Lido Advisors
546
Lido Advisors
California
$318K -$5.72K -20 -2%
HC
547
Hamilton Capital
Ohio
$318K +$325K +1,135 New
IP
548
Intellectus Partners
California
$317K
FANJ
549
Financial Architects (New Jersey)
New Jersey
$312K +$9.16K +32 +3%
PL
550
Plancorp LLC
Missouri
$311K -$28.6K -100 -8%