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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
751
AIMZ Investment Advisors
California
$424K +$424K +1,405 New
SM
752
Sensible Money
Arizona
$421K
EL
753
EWA LLC
Pennsylvania
$420K -$1.51K -5 -0.4%
KWM
754
Keebeck Wealth Management
Illinois
$419K
SA
755
SFI Advisors
New Jersey
$418K +$29.3K +97 +8%
PWA
756
Peterson Wealth Advisors
Utah
$417K +$137K +454 +49%
NF
757
NavPoint Financial
Minnesota
$415K +$1.21K +4 +0.3%
KFS
758
Kaizen Financial Strategies
California
$415K +$30.8K +102 +8%
BC
759
Bowman & Company
Wisconsin
$415K +$1.51K +5 +0.4%
QCG
760
Quadrant Capital Group
Ohio
$414K +$188K +622 +83%
HSBC Holdings
761
HSBC Holdings
United Kingdom
$412K +$411K +1,363 New
CPA
762
Cardiff Park Advisors
California
$411K +$1.21K +4 +0.3%
DWM
763
Destination Wealth Management
California
$409K +$186K +617 +84%
LP
764
LGL Partners
Pennsylvania
$409K +$905 +3 +0.2%
NCM
765
Narwhal Capital Management
Georgia
$408K
DIP
766
Davis Investment Partners
North Carolina
$407K
SWM
767
Segment Wealth Management
Texas
$405K
SCTC
768
Sanibel Captiva Trust Company
Florida
$404K -$5.13K -17 -1%
GSIAS
769
Garden State Investment Advisory Services
New Jersey
$403K -$9.96K -33 -2%
PD
770
Planning Directions
Pennsylvania
$402K -$5.43K -18 -1%
PCM
771
Passive Capital Management
Maryland
$402K
CA
772
Clearstead Advisors
Ohio
$400K -$57.6K -191 -13%
PWP
773
Principle Wealth Partners
Connecticut
$399K
GSF
774
Grove Street Fiduciary
New Hampshire
$398K
CIC
775
Cutler Investment Counsel
Oregon
$398K +$3.62K +12 +0.9%