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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$43.7M +$5.34M +22,100 +16%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$42.7M -$13.8K -57 -0%
RFA
28
Radnor Financial Advisors
Pennsylvania
$37.8M +$3.4M +14,045 +11%
QI
29
QS Investors
New York
$37.5M +$3.74M +15,448 +12%
WPW
30
Waldron Private Wealth
Pennsylvania
$36.9M -$2.71M -11,194 -8%
FI
31
FormulaFolio Investments
Michigan
$34.6M +$14.6M +60,412 +88%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$33M +$5.85M +24,183 +24%
LNC
33
Lincoln National Corp
Pennsylvania
$32.6M -$1.01M -4,189 -3%
AWM
34
Affinity Wealth Management
Delaware
$32.2M -$139K -574 -0.5%
SFS
35
Summit Financial Strategies
Ohio
$30.5M -$1.02M -4,199 -4%
Stifel Financial
36
Stifel Financial
Missouri
$30M +$2.18M +9,031 +9%
SCA
37
Spearhead Capital Advisors
Florida
$28.6M +$2.32M +9,583 +10%
MML Investors Services
38
MML Investors Services
Massachusetts
$28.4M -$14.5K -60 -0.1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$27.4M +$1.34M +5,543 +6%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$24.9M
AWM
41
AE Wealth Management
Kansas
$24.7M +$7.95M +32,891 +55%
IWA
42
Inspirion Wealth Advisors
Illinois
$23.6M +$227K +939 +1%
TC
43
Trilogy Capital
California
$23.6M -$1.01M -4,179 -5%
Members Trust
44
Members Trust
Florida
$22.9M -$158K -652 -0.8%
JC
45
Jentner Corp
Ohio
$22.8M -$1.48M -6,136 -7%
SS
46
Simplicity Solutions
Minnesota
$22.5M +$7.95M +32,863 +64%
PPW
47
Parcion Private Wealth
Washington
$22.1M +$316K +1,308 +2%
KIM
48
Karpus Investment Management
New York
$21.2M +$13.2M +54,772 +223%
I
49
INVST
Indiana
$20.8M +$2.97M +12,282 +19%
MFW
50
Mosaic Family Wealth
Missouri
$20.4M -$1.42M -5,890 -7%