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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
651
Freestone Capital Holdings
Washington
$300K +$305K +1,063 New
RT
652
Rockland Trust
Massachusetts
$299K -$14.9K -52 -5%
TT
653
TI-Trust
Illinois
$297K +$302K +1,054 New
SWM
654
Soundmark Wealth Management
Washington
$294K -$281K -980 -48%
APSP
655
Asset Planning Services (Pennsylvania)
Pennsylvania
$291K +$287 +1 +0.1%
SEP
656
Southland Equity Partners
Missouri
$290K +$79.1K +276 +37%
IBOK
657
Independence Bank of Kentucky
Kentucky
$289K -$4.88K -17 -2%
SFG
658
Sovereign Financial Group
Connecticut
$289K +$294K +1,025 New
SFA
659
Sequoia Financial Advisors
Ohio
$286K +$291K +1,015 New
DAS
660
Dynamic Advisor Solutions
Arizona
$285K +$290K +1,013 New
MFT
661
Moisand Fitzgerald Tamayo
Florida
$282K – – –
WT
662
Whittier Trust
California
$281K +$574 +2 +0.2%
SIA
663
Schechter Investment Advisors
Michigan
$279K +$284K +989 New
LC
664
Lindbrook Capital
California
$278K +$280K +975 +8,864%
AWA
665
Alaska Wealth Advisors
Alaska
$273K -$2.29K -8 -0.8%
SAM
666
Silvercrest Asset Management
New York
$271K – – –
AWA
667
Arkadios Wealth Advisors
Georgia
$270K -$187K -653 -41%
SI
668
Saxon Interests
Texas
$268K +$287K +1,002 New
SPI
669
Sutton Place Investors
New York
$267K +$272K +947 New
WS
670
Wedbush Securities
California
$266K -$68K -237 -20%
RIS
671
Retirement Income Solutions
Michigan
$265K +$269K +939 New
PBF
672
Petix & Botte Financial
California
$262K -$267K -930 -50%
DWM
673
Doyle Wealth Management
Florida
$262K +$287 +1 +0.1%
TFGT
674
TS Financial Group (TSFG)
Illinois
$262K +$28.7K +100 +12%
FCM
675
Fourpath Capital Management
Oklahoma
$262K +$266K +928 New