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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
601
Thompson Siegel & Walmsley
Virginia
$3K – – –
RWG
602
Regal Wealth Group
California
$3K +$2.35K +13 New
SWM
603
Selective Wealth Management
Virginia
$2K – – –
JCM
604
Jacobi Capital Management
Pennsylvania
$2K +$1.99K +11 New
CIA
605
Cascade Investment Advisors
Oregon
$2K +$1.8K +10 New
EI
606
Ellevest Inc
New York
$1K -$542 -3 -38%
DCM
607
Davis Capital Management
Florida
$1K – – –
FRA
608
Front Row Advisors
California
$1K – – –
IFAM
609
Institutional & Family Asset Management
Colorado
$1K +$903 +5 New
WIM
610
Westside Investment Management
California
$19 – – –
DFG
611
DWM Financial Group
Illinois
– -$4.93M -32,814 Closed
CWM
612
Connecticut Wealth Management
Connecticut
– -$4.82M -32,079 Closed
Citadel Advisors
613
Citadel Advisors
Florida
– -$2.11M -14,025 Closed
CWP
614
Capital Wealth Planning
Florida
– -$1.38M -9,194 Closed
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
– -$681K -4,532 Closed
RA
616
RFG Advisory
Alabama
– -$551K -3,666 Closed
ACP
617
Aveo Capital Partners
Colorado
– -$528K -3,513 Closed
CAM
618
Crestone Asset Management
Colorado
– -$332K -2,209 Closed
FFN
619
Focus Financial Network
Minnesota
– -$320K -2,127 Closed
CWM
620
Capital Wealth Management
Rhode Island
– -$304K -2,025 Closed
MFG
621
MidWestOne Financial Group
Iowa
– -$284K -1,889 Closed
Lido Advisors
622
Lido Advisors
California
– -$266K -1,771 Closed
FMWA
623
Forvis Mazars Wealth Advisors
Missouri
– -$254K -1,688 Closed
Wolverine Trading
624
Wolverine Trading
Illinois
– -$231K -1,517 Closed
WANY
625
Wealthspire Advisors (New York)
New York
– -$212K -1,412 Closed