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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
801
Smith, Moore & Co
Missouri
$299K +$14.1K +50 +5%
SWA
802
Sax Wealth Advisors
New Jersey
$299K
SAM
803
Smartleaf Asset Management
Massachusetts
$297K +$35.6K +126 +13%
KWAG
804
Kiely Wealth Advisory Group
North Carolina
$293K +$565 +2 +0.2%
TA
805
TFG Advisers
Michigan
$289K +$5.94K +21 +2%
KA
806
Klingman & Associates
New York
$288K -$97.8K -346 -25%
PIAS
807
PCA Investment Advisory Services
Ohio
$287K -$11K -39 -4%
CAMG
808
CWA Asset Management Group
Florida
$285K
ST
809
Spinnaker Trust
Maine
$284K +$7.91K +28 +3%
PI
810
PFG Investments
New York
$281K -$26.3K -93 -8%
SIA
811
Soltis Investment Advisors
Utah
$279K +$14.1K +50 +5%
MFT
812
Moisand Fitzgerald Tamayo
Florida
$279K
MIC
813
Means Investment Company
Maine
$279K +$35.3K +125 +14%
NA
814
Novus Advisors
South Carolina
$279K +$282K +996 New
ES
815
Eagle Strategies
New York
$279K -$19.2K -68 -6%
OPPS
816
Obsidian Personal Planning Solutions
Maryland
$278K
CC
817
Courier Capital
New York
$277K
RP
818
Riverbridge Partners
Minnesota
$277K +$280K +990 New
S
819
SignatureFD
Georgia
$277K +$84.8K +300 +44%
CFG
820
Carr Financial Group
Massachusetts
$276K +$283 +1 +0.1%
NEWAS
821
N.E.W. Advisory Services
Wisconsin
$274K -$2.54K -9 -0.9%
SFC
822
Strategic Financial Concepts
Texas
$272K -$207K -733 -43%
GT
823
Greenleaf Trust
Michigan
$269K +$283 +1 +0.1%
SCP
824
Stevens Capital Partners
Nebraska
$269K -$848 -3 -0.3%
TFS
825
Thoroughbred Financial Services
Tennessee
$268K +$9.89K +35 +4%