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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
526
Strategic Family Wealth Counselors
New Jersey
$849K +$823K +2,852 New
NW
527
NewEdge Wealth
Pennsylvania
$848K -$98.7K -342 -11%
FA
528
Financial Alternatives
California
$846K – – –
KFI
529
Key Financial Inc
Pennsylvania
$843K +$165K +572 +25%
EWM
530
Evermay Wealth Management
Virginia
$842K -$4.91K -17 -0.6%
SIS
531
Strategic Investment Solutions
Illinois
$841K -$11.5K -40 -1%
4A
532
4Wealth Advisors
Illinois
$841K +$28.6K +99 +4%
IA
533
IFG Advisors
Missouri
$838K -$9.53K -33 -1%
AC
534
AlphaCore Capital
California
$833K +$493K +1,709 +157%
CPSC
535
Carl P. Sherr & Co
Massachusetts
$824K – – –
First Trust Advisors
536
First Trust Advisors
Illinois
$820K +$297K +1,029 +60%
GT
537
Glenview Trust
Kentucky
$819K – – –
BB
538
Busey Bank
Illinois
$819K -$40.1K -139 -5%
CFS
539
Coordinated Financial Services
Colorado
$819K -$5.77K -20 -0.7%
CFGSD
540
Compass Financial Group (South Dakota)
South Dakota
$816K -$7.79K -27 -1%
WWA
541
Wisconsin Wealth Advisors
Wisconsin
$815K – – –
DAS
542
Diversify Advisory Services
Utah
$806K +$28K +97 +4%
BP
543
Ballentine Partners
Massachusetts
$806K – – –
CCWM
544
Cassaday & Co Wealth Management
Virginia
$806K +$66.7K +231 +9%
RIS
545
Richmond Investment Services
Wisconsin
$803K +$1.16K +4 +0.1%
BBA
546
BLB&B Advisors
Pennsylvania
$803K -$11K -38 -1%
GIA
547
Goodwin Investment Advisory
Georgia
$798K – – –
PS
548
Principal Securities
Iowa
$793K +$213K +739 +38%
ADL
549
Asset Dedication LLC
California
$791K -$14.4K -50 -2%
AWM
550
Axxcess Wealth Management
California
$788K +$17.9K +62 +2%