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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
701
Zions Bancorporation
Utah
$304K – – –
WE
702
Wealth Effects
Massachusetts
$300K +$269K +1,240 New
P
703
&Partners
Tennessee
$300K +$305K +1,406 New
BBHC
704
Brown Brothers Harriman & Co
New York
$297K +$26.5K +122 +11%
BWL
705
Bogart Wealth LLC
Virginia
$297K +$29.5K +136 +12%
SFS
706
Strategic Financial Services
New York
$297K – – –
KBFS
707
Kohmann Bosshard Financial Services
Ohio
$296K +$11.3K +52 +4%
RWM
708
Ritholtz Wealth Management
New York
$289K +$260K +1,197 New
ES
709
Eagle Strategies
New York
$289K -$5.64K -26 -2%
VFP
710
Verus Financial Partners
Virginia
$288K – – –
SVWAG
711
Sound View Wealth Advisors Group
Georgia
$288K -$2.17K -10 -0.8%
WF
712
WoodTrust Financial
Wisconsin
$288K +$1.95K +9 +0.8%
CCM
713
Carlson Capital Management
Minnesota
$285K +$256K +1,180 New
FG
714
Fairman Group
Pennsylvania
$285K +$255K +1,177 New
SWP
715
Strategic Wealth Partners
Ohio
$284K +$255K +1,174 New
TA
716
TFG Advisers
Michigan
$283K +$434 +2 +0.2%
WA
717
WBH Advisory
Maryland
$283K – – –
Fisher Asset Management
718
Fisher Asset Management
Washington
$283K +$254K +1,170 New
OFS
719
Oldfather Financial Services
Nebraska
$279K +$41.7K +192 +20%
CC
720
Courier Capital
New York
$278K -$69K -318 -22%
LCWP
721
Legacy Capital Wealth Partners
Arkansas
$277K +$3.04K +14 +1%
FAT
722
First American Trust
California
$276K +$6.08K +28 +3%
CPW
723
Cove Private Wealth
New York
$273K +$245K +1,130 New
TSS
724
Two Sigma Securities
New York
$273K +$245K +1,130 New
KL
725
KWMG LLC
Kansas
$273K -$10.7M -49,319 -98%