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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
351
Reynders McVeigh Capital Management
Massachusetts
$875K
BWM
352
BCS Wealth Management
Tennessee
$874K +$893K +3,119 New
LA
353
LexAurum Advisors
Kansas
$872K +$62.4K +218 +8%
AP
354
Advisor Partners
California
$871K
QCG
355
Quadrant Capital Group
Ohio
$866K -$113K -394 -11%
OGF
356
Orin Green Financial
California
$866K
SWM
357
Spire Wealth Management
Virginia
$859K -$12.6K -44 -1%
CA
358
Cornerstone Advisory
Maryland
$859K +$118K +413 +16%
WP
359
WealthSource Partners
California
$857K +$182K +635 +26%
OCPWS
360
One Charles Private Wealth Services
Massachusetts
$854K -$859 -3 -0.1%
FI
361
Financial Insights
Washington
$852K +$29.8K +104 +4%
Luther King Capital Management (LKCM)
362
Luther King Capital Management (LKCM)
Texas
$843K
TIA
363
Traphagen Investment Advisors
New Jersey
$842K
HA
364
Harborview Advisors
Maine
$833K +$3.15K +11 +0.4%
FWP
365
Falcon Wealth Planning
California
$832K +$1.43K +5 +0.2%
CWM
366
Capital Wealth Management
Rhode Island
$827K +$129K +452 +18%
DC
367
Davenport & Co
Virginia
$824K +$201K +701 +31%
CBFP
368
Cedar Brook Financial Partners
Ohio
$812K -$29.8K -104 -3%
BB
369
Busey Bank
Illinois
$810K -$24.6K -86 -3%
GP
370
Geneva Partners
Wisconsin
$799K +$2.58K +9 +0.3%
NAS
371
Nicolet Advisory Services
Wisconsin
$794K +$286 +1 +0%
BOH
372
Bank of Hawaii
Hawaii
$793K
CAG
373
Crestwood Advisors Group
Massachusetts
$793K
APA
374
American Portfolios Advisors
New York
$789K -$22.9K -80 -3%
SFPG
375
Stonebridge Financial Planning Group
Florida
$788K -$75.9K -265 -9%