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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
326
Topel & Distasi Wealth Management
California
$1.18M – – –
CWAG
327
Compton Wealth Advisory Group
Virginia
$1.18M -$521K -2,408 -31%
TWA
328
TCI Wealth Advisors
Arizona
$1.17M – – –
AL
329
Aspiriant LLC
California
$1.16M +$23.8K +110 +2%
DB
330
Dravo Bay
Delaware
$1.15M +$35.7K +165 +3%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$1.15M +$1.13M +5,211 +6,059%
TCWA
332
Ten Capital Wealth Advisors
Washington
$1.14M +$51.4K +238 +5%
CA
333
Cornerstone Advisory
Maryland
$1.12M -$248K -1,149 -18%
KCM
334
Kennicott Capital Management
California
$1.12M +$216 +1 +0%
LWM
335
Laidlaw Wealth Management
New York
$1.12M -$431K -1,996 -28%
PFS
336
Prospera Financial Services
Texas
$1.11M -$10.8K -50 -1%
OCPWS
337
One Charles Private Wealth Services
Massachusetts
$1.1M +$145K +672 +15%
LFGH
338
Lee Financial Group Hawaii
Hawaii
$1.09M +$1.09M +5,056 New
AWE
339
Avidian Wealth Enterprises
Texas
$1.09M +$1.09M +5,048 New
TFA
340
Transamerica Financial Advisors
Florida
$1.09M +$40.6K +188 +4%
SF
341
Summit Financial
New Jersey
$1.08M +$59K +273 +6%
BSW
342
Buckingham Strategic Wealth
Missouri
$1.07M – – –
MA
343
MONECO Advisors
Connecticut
$1.06M -$19.9K -92 -2%
MWM
344
Meridian Wealth Management
Kentucky
$1.05M -$9.51K -44 -0.9%
KWM
345
Kingsview Wealth Management
Oregon
$1.05M -$12.1K -56 -1%
PMFA
346
Plante Moran Financial Advisors
Michigan
$1.05M +$118K +546 +13%
CDH
347
Charles D. Hyman
$1.04M – – –
WTA
348
Washington Trust Advisors
Massachusetts
$1.04M -$15.6K -72 -1%
IA
349
IFP Advisors
Florida
$1.03M -$4.78M -22,100 -72%
Franklin Resources
350
Franklin Resources
California
$1.03M -$18.2K -84 -2%