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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
426
Wealthquest
Ohio
$253K +$230K +1,272 New
THWM
427
Taylor Hoffman Wealth Management
Virginia
$252K +$228K +1,264 New
MWM
428
Meridian Wealth Management
Kentucky
$251K -$18.1K -100 -7%
CM
429
Capital Management
Virginia
$250K +$226K +1,250 New
XF
430
XML Financial
Maryland
$247K +$223K +1,235 New
SFS
431
Strategic Financial Services
New York
$247K +$223K +1,238 New
SBSB
432
Sullivan, Bruyette, Speros & Blaney
Virginia
$246K +$21.1K +117 +11%
Franklin Resources
433
Franklin Resources
California
$244K +$210K +1,166 New
UR
434
USCA RIA
Texas
$242K +$219K +1,211 New
PWM
435
Perigon Wealth Management
California
$241K +$218K +1,206 New
SVWAG
436
Sound View Wealth Advisors Group
Georgia
$241K +$218K +1,207 New
SIAS
437
Shine Investment Advisory Services
Colorado
$239K -$166K -920 -43%
SAS
438
Stelac Advisory Services
New York
$239K
LWM
439
Laidlaw Wealth Management
New York
$239K +$216K +1,198 New
SCA
440
STALEY CAPITAL ADVISERS
Pennsylvania
$238K -$37K -205 -15%
IWAG
441
Integer Wealth Advisors Group
Georgia
$236K +$209K +1,160 New
RT
442
Rockland Trust
Massachusetts
$235K +$212K +1,177 New
FC
443
Forte Capital
New York
$233K +$210K +1,166 New
WA
444
WBH Advisory
Maryland
$233K +$211K +1,169 New
PBF
445
Petix & Botte Financial
California
$233K +$421K +2,334 New
SCM
446
SOL Capital Management
Maryland
$232K -$36.1K -200 -15%
GP
447
Geneva Partners
Wisconsin
$231K +$209K +1,159 New
GWM
448
Gray Wealth Management
Maine
$230K +$208K +1,151 New
CA
449
Calton & Associates
Florida
$230K +$208K +1,154 New
MAG
450
Mokosak Advisory Group
Iowa
$229K +$208K +1,151 New