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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
676
Burney Company
Virginia
$378K -$6.66K -26 -2%
SL
677
Salomon & Ludwin
Virginia
$378K -$19.5K -76 -5%
CHA
678
Carmichael Hill & Associates
Maryland
$377K -$41.3K -161 -10%
BW
679
BIP Wealth
Georgia
$376K +$14.1K +55 +4%
Lido Advisors
680
Lido Advisors
California
$376K -$25.4K -99 -7%
SM
681
Sensible Money
Arizona
$373K
SWM
682
Silverlake Wealth Management
Vermont
$373K +$67.6K +264 +23%
FFA
683
Farther Finance Advisors
California
$372K -$210K -818 -37%
APIM
684
Agate Pass Investment Management
Washington
$368K
BWL
685
Bogart Wealth LLC
Virginia
$368K +$3.08K +12 +0.9%
KA
686
Klingman & Associates
New York
$367K -$1.79K -7 -0.5%
DAS
687
Dynamic Advisor Solutions
Arizona
$367K -$2.31K -9 -0.7%
GSIAS
688
Garden State Investment Advisory Services
New Jersey
$366K -$21K -82 -6%
AMM
689
American Money Management
California
$365K +$512 +2 +0.1%
PB
690
Pinnacle Bancorp
Nebraska
$365K -$512 -2 -0.1%
LWM
691
LongView Wealth Management
Georgia
$363K +$44.1K +172 +14%
RPWA
692
Regent Peak Wealth Advisors
Georgia
$362K -$93.3K -364 -21%
NCM
693
Narwhal Capital Management
Georgia
$361K
PCH
694
PGIM Custom Harvest
New Jersey
$358K +$16.9K +66 +5%
NF
695
NavPoint Financial
Minnesota
$355K +$769 +3 +0.2%
WFA
696
Wells Financial Advisors
Massachusetts
$353K
JWM
697
Jeppson Wealth Management
California
$353K +$769 +3 +0.2%
DIP
698
Davis Investment Partners
North Carolina
$352K
PCS
699
Personal CFO Solutions
New Jersey
$351K +$2.56K +10 +0.8%
WP
700
WealthPLAN Partners
Nebraska
$350K -$1.23M -4,813 -79%