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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
626
Athena Investment Management
California
$570K -$68.1K -236 -11%
BMWS
627
Brady Martz Wealth Solutions
North Dakota
$569K – – –
Fuller & Thaler Asset Management
628
Fuller & Thaler Asset Management
California
$569K -$183K -633 -25%
RA
629
Resolute Advisors
California
$564K +$866 +3 +0.2%
PMG
630
ProVise Management Group
Florida
$562K -$65.5K -227 -11%
KA
631
Klingman & Associates
New York
$561K +$238K +824 +78%
FFL
632
Financial Freedom LLC
Ohio
$558K +$289 +1 +0.1%
RIM
633
Rockbridge Investment Management
New York
$557K – – –
LSIA
634
LaSalle St. Investment Advisors
Illinois
$557K +$306K +1,061 +131%
LCWP
635
Legacy Capital Wealth Partners
Arkansas
$556K +$6.64K +23 +1%
WAG
636
Wheelhouse Advisory Group
Missouri
$555K -$9.81K -34 -2%
IA
637
IFG Advisory
Georgia
$553K -$20.2K -70 -4%
ES
638
Eagle Strategies
New York
$553K -$50.5K -175 -9%
First Manhattan
639
First Manhattan
New York
$552K +$7.22K +25 +1%
AWM
640
Angeles Wealth Management
California
$551K -$217K -750 -29%
SFP
641
Shepherd Financial Partners
Massachusetts
$548K – – –
SWM
642
SFG Wealth Management
Maryland
$548K -$529K -1,831 -50%
CIAS
643
Capital Investment Advisory Services
North Carolina
$548K +$289 +1 +0.1%
PL
644
Plancorp LLC
Missouri
$545K -$55.1K -191 -9%
RWM
645
Ritholtz Wealth Management
New York
$542K -$2.31K -8 -0.4%
RWM
646
RKL Wealth Management
Pennsylvania
$542K -$27.4K -95 -5%
MIG
647
McGuire Investment Group
Rhode Island
$540K -$6.93K -24 -1%
SIC
648
Sigma Investment Counselors
Michigan
$537K +$82.9K +287 +19%
FB
649
Finward Bancorp
Indiana
$536K +$65K +225 +14%
AWA
650
Arkadios Wealth Advisors
Georgia
$535K +$265K +917 +104%