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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
526
Thompson Siegel & Walmsley
Virginia
$2K – – –
CP
527
Corbenic Partners
Pennsylvania
$2K +$2.41K +13 New
GWMIA
528
Global Wealth Management Investment Advisory
Florida
$1K -$371 -2 -25%
FRA
529
Front Row Advisors
California
$1K – – –
QAM
530
QCI Asset Management
New York
$1K – – –
SWM
531
Selective Wealth Management
Virginia
$1K – – –
DCM
532
Davis Capital Management
Florida
$1K +$1.11K +6 New
EI
533
Ellevest Inc
New York
$1K +$1.49K +8 New
WIM
534
Westside Investment Management
California
$14 +$18.4K +99 New
CCM
535
Coldstream Capital Management
Washington
– -$7.51M -37,785 Closed
BCM
536
Breiter Capital Management
Florida
– -$3.45M -17,346 Closed
HCM
537
Howard Capital Management
Georgia
– -$1.04M -17,051 Closed
PFG
538
Pacific Financial Group
Washington
– -$3.13M -15,732 Closed
MWM
539
Merriman Wealth Management
Washington
– -$2.36M -11,886 Closed
IAA
540
Independent Advisor Alliance
North Carolina
– -$1.82M -9,138 Closed
CP
541
Camelot Portfolios
Ohio
– -$1.69M -8,509 Closed
HC
542
HNP Capital
New York
– -$1.53M -7,628 Closed
JWCA
543
J.W. Cole Advisors
Florida
– -$1.49M -7,515 Closed
BCM
544
Barometer Capital Management
Ontario, Canada
– -$1.49M -7,500 Closed
SIC
545
Shoker Investment Counsel
Ohio
– -$1.11M -5,589 Closed
FLA
546
Financial Life Advisors
Texas
– -$944K -4,753 Closed
RA
547
Riversedge Advisors
Delaware
– -$916K -4,612 Closed
CCP
548
Corient Capital Partners
California
– -$877K -4,416 Closed
Jane Street
549
Jane Street
New York
– -$798K -4,015 Closed
LCM
550
Leisure Capital Management
California
– -$741K -3,728 Closed