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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$32.6M -$4.91M -17,354 -13%
IWA
52
Inspirion Wealth Advisors
Illinois
$32.3M +$603K +2,133 +2%
Charles Schwab
53
Charles Schwab
California
$31.7M -$2.36M -8,334 -7%
OPAM
54
Ocean Park Asset Management
California
$30.7M +$31M +109,701 New
VCM
55
Vision Capital Management
Oregon
$28.9M +$506K +1,790 +2%
JC
56
Jentner Corp
Ohio
$28.8M -$387K -1,369 -1%
ODIJL
57
One Day In July LLC
Vermont
$28.6M +$561K +1,985 +2%
BWM
58
Brickley Wealth Management
California
$28M +$1.15M +4,068 +4%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$27.2M +$623K +2,203 +2%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$27.1M -$5.31M -18,792 -16%
WPW
61
Waldron Private Wealth
Pennsylvania
$27M +$240K +849 +0.9%
Members Trust
62
Members Trust
Florida
$26.6M -$55.4K -196 -0.2%
BIA
63
BHK Investment Advisors
Alabama
$25.7M -$428K -1,515 -2%
CAM
64
Cresset Asset Management
Illinois
$24.8M +$1.16M +4,104 +5%
ML
65
McAdam LLC
Pennsylvania
$22.7M +$1.29M +4,557 +6%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$21.8M -$1.07M -3,774 -5%
LFG
67
Larson Financial Group
Missouri
$21.7M -$1.47M -5,217 -6%
BPA
68
Beacon Pointe Advisors
California
$21.4M -$636K -2,250 -3%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$20.8M +$34.2K +121 +0.2%
PPP
70
Private Portfolio Partners
New Jersey
$20.7M +$187K +662 +0.9%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$20.4M -$127K -450 -0.6%
EWA
72
Exencial Wealth Advisors
Oklahoma
$20.2M -$670K -2,371 -3%
MWM
73
Modera Wealth Management
New Jersey
$20.1M -$896K -3,170 -4%
SF
74
Safeguard Financial
Wisconsin
$18.8M +$1.66M +5,865 +10%
CAM
75
Congress Asset Management
Massachusetts
$18.2M +$7.44M +26,314 +68%