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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
526
WealthShield Partners
North Carolina
$839K -$11.9K -42 -1%
QCM
527
QRG Capital Management
Illinois
$835K +$52.9K +187 +7%
WPWM
528
Windward Private Wealth Management
Kansas
$829K -$12.7K -45 -1%
EWM
529
Evermay Wealth Management
Virginia
$822K -$4.8K -17 -0.6%
GFM
530
GEN Financial Management
Minnesota
$820K +$828K +2,929 New
CFGSD
531
Compass Financial Group (South Dakota)
South Dakota
$815K -$16.7K -59 -2%
HPFG
532
Hart & Patterson Financial Group
Massachusetts
$814K -$35.9K -127 -4%
ICMM
533
Integrated Capital Management (Michigan)
Michigan
$812K -$105K -371 -11%
BB
534
Busey Bank
Illinois
$810K – – –
IA
535
IFG Advisors
Missouri
$806K +$97.8K +346 +14%
CPSC
536
Carl P. Sherr & Co
Massachusetts
$803K – – –
FA
537
Financial Alternatives
California
$796K – – –
WFPG
538
Waller Financial Planning Group
Ohio
$794K -$140K -494 -15%
MSFS
539
Main Street Financial Solutions
Pennsylvania
$792K +$68.7K +243 +9%
FIA
540
Foundations Investment Advisors
Arizona
$784K +$365K +1,292 +86%
AA
541
Apriem Advisors
California
$784K +$256K +904 +48%
ACP
542
Aveo Capital Partners
Colorado
$775K +$57.7K +204 +8%
TFF
543
The Family Firm
Maryland
$772K +$848 +3 +0.1%
HFRG
544
Houlihan Financial Resource Group
Virginia
$772K -$283 -1 -0%
TFA
545
Tobias Financial Advisors
Florida
$770K -$61.9K -219 -7%
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$769K – – –
BWM
547
BKM Wealth Management
Wisconsin
$766K -$33.6K -119 -4%
FNBT
548
FineMark National Bank & Trust
Florida
$759K +$497K +1,757 +184%
PSB
549
Passumpsic Savings Bank
Vermont
$749K +$24.9K +88 +3%
ADL
550
Asset Dedication LLC
California
$749K – – –