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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
601
PCA Investment Advisory Services
Ohio
$308K -$33.4K -147 -9%
SM
602
Sensible Money
Arizona
$306K -$36.6K -161 -10%
AMM
603
American Money Management
California
$303K +$227 +1 +0.1%
WFA
604
Wells Financial Advisors
Massachusetts
$302K
DWT
605
Dorsey & Whitney Trust
South Dakota
$302K -$30K -132 -9%
KA
606
Klingman & Associates
New York
$301K
SCA
607
Snowden Capital Advisors
New York
$299K -$191K -840 -38%
PCH
608
PGIM Custom Harvest
New Jersey
$298K +$682 +3 +0.2%
BW
609
BIP Wealth
Georgia
$298K -$17.5K -77 -5%
ORC
610
O'Rourke & Company
Massachusetts
$298K +$20K +88 +7%
PAG
611
Private Advisory Group
Washington
$297K +$30.7K +135 +11%
APIM
612
Agate Pass Investment Management
Washington
$295K
SPI
613
Sutton Place Investors
New York
$290K -$215K -944 -41%
NCM
614
Narwhal Capital Management
Georgia
$289K
CIC
615
Cutler Investment Counsel
Oregon
$289K -$2.27K -10 -0.7%
SAM
616
Silvercrest Asset Management
New York
$289K
LW
617
Linscomb Wealth
Texas
$288K
PB
618
Pinnacle Bancorp
Nebraska
$288K +$2.5K +11 +0.8%
NP
619
NorthRock Partners
Minnesota
$284K +$8.18K +36 +3%
IPW
620
Invictus Private Wealth
Colorado
$283K -$14.8K -65 -5%
SEP
621
Southland Equity Partners
Missouri
$282K +$5.23K +23 +2%
PWP
622
Principle Wealth Partners
Connecticut
$282K +$13.6K +60 +5%
AC
623
Apella Capital
Connecticut
$281K +$42.5K +187 +17%
BPFA
624
Barnes Pettey Financial Advisors
Mississippi
$281K
SWM
625
Segment Wealth Management
Texas
$277K -$6.14K -27 -2%