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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
826
Saxon Interests
Texas
$444K +$99.5K +292 +32%
WB
827
West Bancorporation
Iowa
$444K -$52.1K -153 -11%
MFIM
828
Mesirow Financial Investment Management
Illinois
$443K +$95.7K +281 +30%
CA
829
Capital Advantage
California
$438K +$408K +1,197 New
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$436K – – –
EFS
831
Essex Financial Services
Connecticut
$436K +$5.45K +16 +1%
CA
832
Continuum Advisory
Idaho
$434K +$22.5K +66 +6%
EAN
833
Excelsior Advisor Network
Colorado
$433K +$80K +235 +25%
RPWA
834
Regent Peak Wealth Advisors
Georgia
$433K -$30K -88 -7%
EF
835
Evanson Financial
Virginia
$432K +$402K +1,181 New
KBFS
836
Kohmann Bosshard Financial Services
Ohio
$429K -$681 -2 -0.2%
SIP
837
Snowwater Investment Partners
Connecticut
$428K – – –
MW
838
MBL Wealth
North Carolina
$426K – – –
SL
839
Salomon & Ludwin
Virginia
$424K -$14K -41 -3%
FWI
840
Facet Wealth Inc
Maryland
$422K +$146K +428 +59%
BBHC
841
Brown Brothers Harriman & Co
New York
$419K – – –
CAMG
842
CWA Asset Management Group
Florida
$418K +$19.4K +57 +5%
SMC
843
Smith, Moore & Co
Missouri
$417K -$4.09K -12 -1%
PFA
844
Pure Financial Advisors
California
$413K -$41.6K -122 -10%
FWM
845
Fonville Wealth Management
Virginia
$410K +$5.45K +16 +1%
WSFS
846
Wilmington Savings Fund Society
Delaware
$409K -$8.86K -26 -2%
IIA
847
Integral Investment Advisors
California
$409K -$5.79K -17 -1%
SIM
848
Synergy Investment Management
Florida
$408K +$173K +508 +77%
CGA
849
Crescent Grove Advisors
Illinois
$408K +$2.04K +6 +0.5%
LG
850
LaFleur & Godfrey
Michigan
$404K +$18.7K +55 +5%