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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
326
The Family Firm
Maryland
$882K -$108K -448 -13%
GB
327
Goepper Burkhardt
South Carolina
$881K +$796K +3,291 New
HA
328
Harborview Advisors
Maine
$874K -$127K -525 -14%
MWA
329
Martel Wealth Advisors
Washington
$873K -$13.1K -54 -2%
CBFP
330
Cedar Brook Financial Partners
Ohio
$868K +$2.18K +9 +0.3%
BWM
331
BCS Wealth Management
Tennessee
$850K – – –
LA
332
LexAurum Advisors
Kansas
$844K -$18.1K -75 -2%
TNB
333
TCF National Bank
South Dakota
$841K +$176K +728 +30%
BC
334
Burney Company
Virginia
$840K -$52.2K -216 -6%
FFN
335
Focus Financial Network
Minnesota
$832K +$752K +3,108 New
IWC
336
Integrated Wealth Concepts
Massachusetts
$831K -$283K -1,171 -27%
RMCM
337
Reynders McVeigh Capital Management
Massachusetts
$830K -$104K -430 -12%
AP
338
Advisor Partners
California
$826K +$747K +3,088 New
WIC
339
Whitegate Investment Counselors
New Hampshire
$823K +$744K +3,075 New
CAG
340
Crestwood Advisors Group
Massachusetts
$822K +$9.67K +40 +1%
CA
341
Cornerstone Advisory
Maryland
$814K +$25.9K +107 +4%
TIA
342
Traphagen Investment Advisors
New Jersey
$804K +$242 +1 +0%
FWP
343
Falcon Wealth Planning
California
$802K +$724K +2,995 New
BB
344
Busey Bank
Illinois
$797K +$120K +497 +20%
ACM
345
Advisors Capital Management
New Jersey
$795K +$719K +2,972 New
CFA
346
Cahill Financial Advisors
Minnesota
$790K +$714K +2,953 New
CPSC
347
Carl P. Sherr & Co
Massachusetts
$789K – – –
CA
348
Cetera Advisors
Colorado
$779K +$17.7K +73 +3%
MWM
349
Mission Wealth Management
California
$767K +$100K +415 +17%
GP
350
Geneva Partners
Wisconsin
$754K +$200K +825 +41%