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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
401
Integrated Wealth Concepts
Massachusetts
$664K +$15.8K +73 +2%
CBFP
402
Cedar Brook Financial Partners
Ohio
$654K +$56.8K +262 +9%
CG
403
Caprock Group
Idaho
$640K -$58.7K -271 -8%
CAG
404
Crestwood Advisors Group
Massachusetts
$639K -$2.17K -10 -0.3%
SIC
405
Shoker Investment Counsel
Ohio
$636K -$87.1K -402 -11%
WPC
406
Wedmont Private Capital
Pennsylvania
$633K -$39.5K -182 -5%
M&T Bank
407
M&T Bank
New York
$627K +$1.08M +4,968 +142%
OGF
408
Orin Green Financial
California
$626K – – –
EVC
409
Eidelman Virant Capital
Missouri
$626K +$166K +765 +33%
AP
410
Advisor Partners
California
$625K -$8.46K -39 -1%
MCM
411
MAI Capital Management
Ohio
$622K +$148K +684 +28%
FLA
412
Financial Life Advisors
Texas
$611K +$26.9K +124 +4%
EP
413
Eudaimonia Partners
Tennessee
$608K +$186K +859 +39%
QCG
414
Quadrant Capital Group
Ohio
$607K -$2.82K -13 -0.4%
MWM
415
Mission Wealth Management
California
$607K +$42.9K +198 +7%
BWM
416
BCS Wealth Management
Tennessee
$603K – – –
GWM
417
Geneos Wealth Management
Colorado
$600K -$119K -549 -15%
MFG
418
Magnus Financial Group
New York
$600K – – –
PA
419
Parallel Advisors
California
$599K -$42.7K -197 -6%
EA
420
Eudaimonia Advisors
Tennessee
$595K -$117K -541 -15%
TAM
421
Townsend Asset Management
North Carolina
$594K +$6.07K +28 +0.9%
JCM
422
Jacobi Capital Management
Pennsylvania
$594K +$406K +1,873 +164%
TNA
423
True North Advisors
Texas
$591K +$456K +2,102 +234%
EL
424
ERN LLC
Delaware
$591K +$650K +3,000 New
IFG
425
Independent Financial Group
California
$591K -$27.5K -127 -4%