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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
701
Jamison Private Wealth Management
Georgia
$349K +$66.9K +261 +25%
SWM
702
Segment Wealth Management
Texas
$346K
GWP
703
Gen-Wealth Partners
Michigan
$346K +$3.33K +13 +1%
CPA
704
Cardiff Park Advisors
California
$342K +$769 +3 +0.2%
NP
705
NorthRock Partners
Minnesota
$341K
PTC
706
Private Trust Company
Ohio
$340K +$51.2K +200 +19%
CIC
707
Cutler Investment Counsel
Oregon
$338K
WP
708
Wealthspan Partners
Iowa
$337K +$34.6K +135 +12%
ZB
709
Zions Bancorporation
Utah
$336K
CT
710
Caldwell Trust
Florida
$335K +$3.08K +12 +1%
MFA
711
McClarren Financial Advisors
Pennsylvania
$333K +$66.1K +258 +8%
SFS
712
Strategic Financial Services
New York
$332K
PWG
713
Portside Wealth Group
Utah
$329K +$315K +1,231 New
VFP
714
Verus Financial Partners
Virginia
$322K
SVWAG
715
Sound View Wealth Advisors Group
Georgia
$322K +$2.82K +11 +0.9%
AIS
716
American Investment Services
Massachusetts
$317K
EW
717
Elyxium Wealth
California
$317K +$304K +1,185 New
FG
718
Fairman Group
Pennsylvania
$316K +$769 +3 +0.3%
Citadel Advisors
719
Citadel Advisors
Florida
$316K -$2.37M -9,266 -89%
CGA
720
Crescent Grove Advisors
Illinois
$315K
KBFS
721
Kohmann Bosshard Financial Services
Ohio
$315K +$1.79K +7 +0.6%
WA
722
WBH Advisory
Maryland
$313K
MCCP
723
Mission Creek Capital Partners
California
$310K -$5.89K -23 -2%
KWM
724
Keebeck Wealth Management
Illinois
$310K -$29.2K -114 -9%
PFG
725
PAX Financial Group
Texas
$303K -$11.5K -45 -4%