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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
251
Corient Capital Partners
California
$581K -$448K -2,610 -45%
MWA
252
Martel Wealth Advisors
Washington
$575K +$26.3K +153 +5%
AL
253
Aspiriant LLC
California
$573K +$25.6K +149 +5%
CIA
254
Covington Investment Advisors
Pennsylvania
$562K -$12.5K -73 -2%
CIC
255
Carnegie Investment Counsel
Ohio
$546K -$9.62K -56 -2%
ACP
256
Aveo Capital Partners
Colorado
$539K +$16.5K +96 +3%
NA
257
NewEdge Advisors
Louisiana
$535K -$68.4K -398 -12%
CBU
258
CIBC Bank USA
Illinois
$534K -$21.5K -125 -4%
CFD
259
Creative Financial Designs
Indiana
$532K -$29.5K -172 -5%
CWM
260
CCG Wealth Management
California
$526K +$66.5K +387 +15%
GIA
261
Gladstone Institutional Advisory
Florida
$516K -$59.9K -349 -11%
UBS AM
262
UBS AM
Illinois
$505K +$230K +1,340 +91%
Brown Advisory
263
Brown Advisory
Maryland
$504K +$13.6K +79 +3%
TFA
264
TPG Financial Advisors
Oregon
$491K +$6.01K +35 +1%
EWA
265
EP Wealth Advisors
California
$490K -$9.96K -58 -2%
TRCT
266
Tower Research Capital (TRC)
New York
$487K -$744K -4,332 -62%
MA
267
Mutual Advisors
Nebraska
$485K +$49.8K +290 +12%
IWC
268
Integrated Wealth Concepts
Massachusetts
$482K +$67.2K +391 +17%
PD
269
Planning Directions
Pennsylvania
$477K +$10.3K +60 +2%
BB
270
Busey Bank
Illinois
$470K – – –
MFS
271
McNamara Financial Services
Massachusetts
$467K -$11.8K -69 -2%
BP
272
Ballentine Partners
Massachusetts
$467K +$18K +105 +4%
SPC
273
Sigma Planning Corp
Michigan
$464K -$343 -2 -0.1%
HC
274
HNP Capital
New York
$464K +$46K +268 +12%
VRM
275
Vectors Research Management
New York
$464K +$91.7K +534 +26%