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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.13M +$314K +1,739 +45%
GVAG
227
Great Valley Advisor Group
Delaware
$1.12M +$239K +1,326 +31%
CF
228
Centaurus Financial
California
$1.1M -$2.71K -15 -0.3%
BF
229
BOK Financial
Oklahoma
$1.1M +$243K +1,347 +32%
MD
230
Money Design
Japan
$1.09M +$982K +5,439 New
LFAS
231
Level Four Advisory Services
Texas
$1.08M +$237K +1,314 +32%
IWM
232
IHT Wealth Management
Illinois
$1.08M +$1.99K +11 +0.2%
VWM
233
Valley Wealth Managers
New Jersey
$1.06M +$458K +2,537 +91%
PA
234
Parallel Advisors
California
$1.05M -$120K -663 -11%
JIC
235
Joel Isaacson & Co
New York
$1.04M +$278K +1,538 +42%
RFM
236
Royal Fund Management
Florida
$1.04M +$229K +1,270 +32%
BJL
237
Brighton Jones LLC
Washington
$1.04M +$38.3K +212 +4%
MA
238
MONECO Advisors
Connecticut
$1.02M +$3.79K +21 +0.4%
RIM
239
Rockbridge Investment Management
New York
$1.02M +$919K +5,091 New
FUBT
240
First United Bank & Trust
Maryland
$1.01M -$6.32K -35 -0.7%
SFS
241
Sowell Financial Services
Arkansas
$1.01M +$253K +1,403 +38%
SEIA
242
Signature Estate & Investment Advisors
California
$1.01M -$117K -649 -11%
WB
243
WesBanco Bank
West Virginia
$1M -$24K -133 -3%
CK
244
Cohen Klingenstein
New York
$1M
SL
245
Stevard LLC
Illinois
$1M -$906K -5,022 -50%
STA
246
Summit Trail Advisors
New York
$957K +$866K +4,797 New
CDH
247
Charles D. Hyman
$932K
M&T Bank
248
M&T Bank
New York
$932K +$151K +837 +22%
FTUS
249
Flow Traders U.S.
New York
$926K +$838K +4,641 New
A
250
AdvicePeriod
California
$918K +$85.4K +473 +11%