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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
GSB Wealth Management
Connecticut
$1.56M -$828K -4,050 -34%
SQA
277
Simon Quick Advisors
New Jersey
$1.55M -$412K -2,016 -21%
CIC
278
Carnegie Investment Counsel
Ohio
$1.54M +$11.5K +56 +0.7%
FCG
279
Financial Connections Group
California
$1.51M -$31.1K -152 -2%
TPCW
280
TD Private Client Wealth
New York
$1.5M +$127K +620 +9%
SFM
281
Signet Financial Management
New Jersey
$1.48M -$49.1K -240 -3%
EH
282
Equitable Holdings
New York
$1.45M +$135K +661 +10%
AFAS
283
Acorn Financial Advisory Services
Virginia
$1.45M -$70.6K -345 -5%
TI
284
Truepoint Inc
Ohio
$1.44M +$1.47M +7,186 New
LWM
285
Laidlaw Wealth Management
New York
$1.44M -$395K -1,930 -21%
EWM
286
Evergreen Wealth Management
Michigan
$1.44M +$1.46M +7,159 New
ASN
287
Advisory Services Network
Georgia
$1.42M +$309K +1,510 +27%
PFM
288
Parsec Financial Management
North Carolina
$1.41M -$139K -681 -9%
Bessemer Group
289
Bessemer Group
New Jersey
$1.4M -$440K -2,153 -24%
Brown Advisory
290
Brown Advisory
Maryland
$1.4M +$133K +651 +10%
HCA
291
Harbour Capital Advisors
Virginia
$1.38M -$43K -210 -3%
RRC
292
Relaxing Retirement Coach
Massachusetts
$1.37M -$5.32K -26 -0.4%
CWP
293
Cyndeo Wealth Partners
Florida
$1.36M +$1.38M +6,761 New
IA
294
Insight Advisors
Pennsylvania
$1.35M -$16.2K -79 -1%
TA
295
TFB Advisors
Kansas
$1.35M +$1.38M +6,754 New
AWM
296
Accel Wealth Management
Iowa
$1.35M -$30.3K -148 -2%
FCI
297
Financial Counselors Inc
Kansas
$1.32M – – –
WTFG
298
Wells Trecaso Financial Group
Ohio
$1.32M +$1.02K +5 +0.1%
PA
299
PFG Advisors
Arizona
$1.31M -$295K -1,443 -18%
WIC
300
Whitegate Investment Counselors
New Hampshire
$1.3M -$266K -1,302 -17%