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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
701
Kohmann Bosshard Financial Services
Ohio
$293K – – –
WA
702
WBH Advisory
Maryland
$293K -$3.24K -13 -1%
BA
703
Bluesphere Advisors
Pennsylvania
$290K -$51.4K -206 -15%
OFS
704
Oldfather Financial Services
Nebraska
$288K – – –
SWA
705
Sax Wealth Advisors
New Jersey
$288K – – –
DWT
706
Dorsey & Whitney Trust
South Dakota
$286K -$51.6K -207 -15%
ATI
707
ARK & TLK Investments
Oklahoma
$284K -$81.1K -325 -22%
SWM
708
Silverlake Wealth Management
Vermont
$282K -$27.2K -109 -9%
WP
709
Wealthspan Partners
Iowa
$281K +$33.7K +135 +14%
Deutsche Bank
710
Deutsche Bank
Germany
$281K – – –
SW
711
SteelPeak Wealth
California
$281K -$24.9K -100 -8%
BBHC
712
Brown Brothers Harriman & Co
New York
$279K – – –
MSA
713
Marino Stram & Associates
Massachusetts
$278K – – –
CAG
714
Compass Advisory Group
New York
$275K – – –
SWA
715
Sightline Wealth Advisors
Connecticut
$274K – – –
CD
716
Chapin Davis
Maryland
$274K -$3.24K -13 -1%
MWP
717
MYCIO Wealth Partners
Pennsylvania
$272K – – –
JFG
718
JMG Financial Group
Illinois
$272K – – –
PP
719
PDS Planning
Ohio
$272K +$249 +1 +0.1%
DP
720
Dearborn Partners
Illinois
$271K -$2.5K -10 -0.9%
UAG
721
United Advisor Group
Ohio
$270K +$37.2K +149 +16%
FSA
722
Fort Sheridan Advisors
Illinois
$269K +$269K +1,077 New
CC
723
Courier Capital
New York
$269K -$17.5K -70 -6%
PTC
724
Private Trust Company
Ohio
$268K +$66.9K +268 +33%
PIAS
725
PCA Investment Advisory Services
Ohio
$264K -$14.2K -57 -5%