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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
BCS Wealth Management
Tennessee
$879K
QCG
427
Quadrant Capital Group
Ohio
$871K
FIA
428
Foundations Investment Advisors
Arizona
$866K +$935K +3,260 New
AF
429
Allworth Financial
California
$865K -$78K -272 -8%
FLA
430
Financial Life Advisors
Texas
$864K -$17.5K -61 -2%
CA
431
Cornerstone Advisory
Maryland
$863K
KF
432
Krilogy Financial
Missouri
$856K -$80.9K -282 -8%
AWA
433
Arete Wealth Advisors
Illinois
$851K +$149K +518 +21%
Luther King Capital Management (LKCM)
434
Luther King Capital Management (LKCM)
Texas
$848K
CBFP
435
Cedar Brook Financial Partners
Ohio
$848K +$32.7K +114 +4%
TIA
436
Traphagen Investment Advisors
New Jersey
$847K
LWM
437
Liberty Wealth Management
California
$845K -$12.3K -43 -93%
FWP
438
Falcon Wealth Planning
California
$838K +$860 +3 +0.1%
BB
439
Busey Bank
Illinois
$814K
MWM
440
Mission Wealth Management
California
$814K +$24.7K +86 +3%
First Manhattan
441
First Manhattan
New York
$801K +$8.6K +30 +1%
GJIC
442
Gamble Jones Investment Counsel
California
$798K +$14.9K +52 +2%
NAS
443
Nicolet Advisory Services
Wisconsin
$797K -$1.15K -4 -0.1%
RA
444
RFG Advisory
Alabama
$797K +$811K +2,828 New
GP
445
Geneva Partners
Wisconsin
$796K -$7.74K -27 -0.9%
AT
446
American Trust
Kentucky
$795K +$809K +2,822 New
TP
447
Tranquility Partners
Tennessee
$790K +$84K +293 +12%
SLT
448
St Louis Trust
Missouri
$787K
BA
449
Bluesphere Advisors
Pennsylvania
$775K +$66.8K +233 +9%
CPSC
450
Carl P. Sherr & Co
Massachusetts
$774K