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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
501
Strategic Financial Partners
Oregon
$1.11M -$25.6K -85 -2%
KA
502
Kovack Advisors
Florida
$1.11M +$648K +2,147 +141%
PMFA
503
Plante Moran Financial Advisors
Michigan
$1.1M -$160K -532 -13%
OC
504
Oppenheimer & Co
New York
$1.1M +$56.4K +187 +5%
SWA
505
Sightline Wealth Advisors
Connecticut
$1.09M +$666K +2,209 +156%
RRA
506
Round Rock Advisors
Connecticut
$1.09M – – –
QWP
507
Quotient Wealth Partners
Texas
$1.08M +$3.62K +12 +0.3%
EWM
508
Evergreen Wealth Management
Michigan
$1.08M -$56.1K -186 -5%
FUBT
509
First United Bank & Trust
Maryland
$1.07M +$37.7K +125 +4%
SWP
510
Sagespring Wealth Partners
Tennessee
$1.06M -$12.4K -41 -1%
CIC
511
Carnegie Investment Counsel
Ohio
$1.06M +$3.02K +10 +0.3%
WA
512
Waystone Advisors
Washington
$1.05M +$1.05M +3,472 New
SCP
513
Stevens Capital Partners
Nebraska
$1.05M +$64K +212 +7%
TBFA
514
Three Bearings Fiduciary Advisors
New Hampshire
$1.04M +$1M +3,322 New
BBA
515
BLB&B Advisors
Pennsylvania
$1.04M +$221K +733 +27%
BTI
516
Blue Trust Inc
Georgia
$1.03M -$54.9K -182 -5%
EFL
517
ERn Financial LLC
Wisconsin
$1.03M +$302 +1 +0%
CFAM
518
Center For Asset Management
Florida
$1.03M -$38.6K -128 -4%
WIP
519
WealthCare Investment Partners
Rhode Island
$1.02M -$8.15K -27 -0.8%
FIA
520
Foundations Investment Advisors
Arizona
$1.02M +$32.3K +107 +3%
BPW
521
BlueDoor Private Wealth
Massachusetts
$1M +$1M +3,326 New
BWP
522
BSW Wealth Partners
Colorado
$1M -$9.65K -32 -1%
WFP
523
Wrenne Financial Planning
Kentucky
$998K -$9.05K -30 -0.9%
NW
524
NewEdge Wealth
Pennsylvania
$996K +$144K +478 +17%
KeyBank National Association
525
KeyBank National Association
Ohio
$995K -$1.17M -3,865 -54%