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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
351
Whitegate Investment Counselors
New Hampshire
$848K +$3.1K +11 +0.4%
OGF
352
Orin Green Financial
California
$841K -$231K -821 -21%
IFG
353
Independent Financial Group
California
$841K +$115K +407 +15%
ACM
354
Advisors Capital Management
New Jersey
$838K +$22.6K +80 +3%
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$834K -$204K -725 -19%
HA
356
Harborview Advisors
Maine
$827K -$71.3K -253 -8%
TIA
357
Traphagen Investment Advisors
New Jersey
$825K – – –
MFG
358
Magnus Financial Group
New York
$824K -$246K -871 -23%
AP
359
Advisor Partners
California
$823K -$26.2K -93 -3%
Millennium Management
360
Millennium Management
New York
$820K +$842K +2,987 New
BB
361
Busey Bank
Illinois
$818K – – –
FWP
362
Falcon Wealth Planning
California
$813K -$10.1K -36 -1%
CBFP
363
Cedar Brook Financial Partners
Ohio
$811K -$81.5K -289 -9%
LA
364
LexAurum Advisors
Kansas
$811K -$55.8K -198 -6%
CPSC
365
Carl P. Sherr & Co
Massachusetts
$809K – – –
FI
366
Financial Insights
Washington
$806K +$200K +708 +32%
CAG
367
Crestwood Advisors Group
Massachusetts
$805K -$39.7K -141 -5%
BC
368
Burney Company
Virginia
$804K -$59.5K -211 -7%
TAM
369
Townsend Asset Management
North Carolina
$801K +$30.2K +107 +4%
NAS
370
Nicolet Advisory Services
Wisconsin
$778K +$5.64K +20 +0.7%
BOH
371
Bank of Hawaii
Hawaii
$777K -$258K -915 -24%
GJIC
372
Gamble Jones Investment Counsel
California
$775K +$49.9K +177 +7%
CFA
373
Cahill Financial Advisors
Minnesota
$773K -$38.3K -136 -5%
MWM
374
Mission Wealth Management
California
$768K -$20.3K -72 -3%
GP
375
Geneva Partners
Wisconsin
$768K -$5.64K -20 -0.7%