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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
526
Marino Stram & Associates
Massachusetts
$1.25M +$171K +501 +17%
DWP
527
Daymark Wealth Partners
Ohio
$1.24M +$504K +1,480 +77%
KeyBank National Association
528
KeyBank National Association
Ohio
$1.22M +$25.9K +76 +2%
IAS
529
IMA Advisory Services
Colorado
$1.21M +$1.13M +3,316 New
WIP
530
WealthCare Investment Partners
Rhode Island
$1.2M -$341 -1 -0%
WFP
531
Wrenne Financial Planning
Kentucky
$1.2M -$5.11K -15 -0.5%
NW
532
NewEdge Wealth
Pennsylvania
$1.18M +$52.5K +154 +5%
CA
533
CoreCap Advisors
Michigan
$1.18M +$7.83K +23 +0.7%
AWP
534
Accretive Wealth Partners
New Jersey
$1.18M -$4.77K -14 -0.4%
TBFA
535
Three Bearings Fiduciary Advisors
New Hampshire
$1.18M -$33.7K -99 -3%
SFG
536
Strive Financial Group
Indiana
$1.18M +$594K +1,745 +118%
LA
537
LexAurum Advisors
Kansas
$1.17M +$172K +505 +19%
TF
538
Tandem Financial
Colorado
$1.16M +$20.4K +60 +2%
SFS
539
Sowell Financial Services
Arkansas
$1.15M -$265K -777 -20%
MA
540
MCF Advisors
Kentucky
$1.15M +$1.04M +3,049 +3,019%
KFI
541
Key Financial Inc
Pennsylvania
$1.15M +$29.6K +87 +3%
FWM
542
Fingerlakes Wealth Management
New York
$1.15M +$184K +541 +21%
FIA
543
Foundations Investment Advisors
Arizona
$1.14M +$50.4K +148 +5%
BBA
544
BLB&B Advisors
Pennsylvania
$1.14M -$180K -528 -15%
GFP
545
Gryphon Financial Partners
Ohio
$1.13M -$8.18K -24 -0.8%
PS
546
Principal Securities
Iowa
$1.13M +$73.2K +215 +7%
BWM
547
BKM Wealth Management
Wisconsin
$1.13M -$385K -1,130 -27%
ANTB
548
AMG National Trust Bank
Colorado
$1.13M -$579K -1,701 -36%
SFPG
549
Stonebridge Financial Planning Group
Florida
$1.12M +$13.6K +40 +1%
EFG
550
Elm3 Financial Group
Georgia
$1.12M +$9.54K +28 +0.9%