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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$26.1M +$3.42M +15,767 +17%
Creative Planning
52
Creative Planning
Kansas
$25.9M -$2.65M -12,200 -10%
WPW
53
Waldron Private Wealth
Pennsylvania
$25.5M -$636K -2,932 -3%
IWA
54
Inspirion Wealth Advisors
Illinois
$25.4M +$324K +1,493 +1%
JC
55
Jentner Corp
Ohio
$25.1M +$1.17M +5,380 +5%
Members Trust
56
Members Trust
Florida
$24.3M -$10.5M -48,292 -33%
SWA
57
Strategies Wealth Advisors
Michigan
$23.2M +$1.03M +4,755 +5%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$23.1M -$860K -3,960 -4%
BWM
59
Brickley Wealth Management
California
$23M +$110K +509 +0.5%
ODIJL
60
One Day In July LLC
Vermont
$22.5M +$907K +4,179 +5%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$457K +2,106 +2%
AWM
62
Avior Wealth Management
Nebraska
$20.4M +$877K +4,039 +5%
BPA
63
Beacon Pointe Advisors
California
$20.2M +$4.53M +20,888 +33%
I
64
INVST
Indiana
$19.5M +$14.8K +68 +0.1%
WANY
65
Wealthspire Advisors (New York)
New York
$19.4M +$8.83M +40,669 +103%
CAM
66
Cresset Asset Management
Illinois
$19.2M -$1.4M -6,446 -8%
PAG
67
Private Advisor Group
New Jersey
$19.1M +$712K +3,278 +4%
VCM
68
Vision Capital Management
Oregon
$18.4M +$273K +1,258 +2%
BIA
69
BHK Investment Advisors
Alabama
$17.8M -$4.65M -21,434 -23%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$17.4M -$788K -3,630 -5%
SHGA
71
Sand Hill Global Advisors
California
$17.2M +$13.6M +62,517 +735%
PPP
72
Private Portfolio Partners
New Jersey
$17M +$150K +693 +1%
BCIM
73
Bishop & Co Investment Management
Pennsylvania
$16.7M +$15M +68,875 New
AI
74
Atria Investments
North Carolina
$15.8M +$12.2M +56,065 +594%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15.8M -$1.09M -5,024 -7%