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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
701
NWAM LLC
Washington
$640K +$14.6K +43 +3%
GA
702
Greenspring Advisors
Maryland
$638K -$27.3K -80 -4%
SWA
703
Sightline Wealth Advisors
Connecticut
$636K -$214K -628 -27%
KCFA
704
Key Client Fiduciary Advisors
New Jersey
$636K -$4.77K -14 -0.8%
AWP
705
Axis Wealth Partners
Rhode Island
$633K -$2.38K -7 -0.4%
CLIP
706
Colter Lewis Investment Partners
Connecticut
$630K +$587K +1,722 New
MMHP
707
Murphy Middleton Hinkle & Parker
Georgia
$629K – – –
PL
708
Plancorp LLC
Missouri
$627K – – –
PBF
709
Petix & Botte Financial
California
$625K +$291K +855 +100%
KF
710
K2 Financial
California
$624K -$5.45K -16 -0.9%
S
711
SignatureFD
Georgia
$623K +$55.9K +164 +11%
DWS
712
Discipline Wealth Solutions
South Carolina
$622K -$25.2K -74 -4%
UI
713
Unconventional Investor
New Hampshire
$621K +$341 +1 +0.1%
JCM
714
Jacobi Capital Management
Pennsylvania
$619K -$6.47K -19 -1%
PA
715
Procyon Advisors
Connecticut
$617K -$7.49K -22 -1%
TFS
716
Thoroughbred Financial Services
Tennessee
$617K – – –
IC
717
IEQ Capital
California
$617K -$1.34M -3,921 -70%
PWM
718
Provident Wealth Management
Tennessee
$614K +$19.8K +58 +4%
FB
719
Finward Bancorp
Indiana
$605K – – –
SS
720
SBI Securities
Japan
$604K -$9.2K -27 -2%
FHA
721
Flagship Harbor Advisors
Massachusetts
$602K – – –
Empower Advisory Group
722
Empower Advisory Group
Colorado
$596K -$16.4K -48 -3%
Fuller & Thaler Asset Management
723
Fuller & Thaler Asset Management
California
$594K -$643K -1,888 -54%
ZBNA
724
Zions Bancorporation, National Association
Utah
$592K -$32K -94 -5%
MI
725
Markowski Investments
Florida
$588K +$548K +1,609 New