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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
826
Cassady Schiller Wealth Management
Ohio
$104K +$49.5K +228 +113%
OIA
827
Optimum Investment Advisors
Illinois
$104K -$26K -120 -22%
CT
828
Colonial Trust
South Carolina
$103K -$8.9K -41 -9%
CWP
829
Concord Wealth Partners
Virginia
$102K
SIS
830
Strategic Investment Solutions
Illinois
$98.5K -$5.9M -27,193 -99%
PAIM
831
Punch & Associates Investment Management
Minnesota
$97.4K
AAG
832
Armstrong Advisory Group
Massachusetts
$97K +$16.7K +77 +24%
PSB
833
Piscataqua Savings Bank
New Hampshire
$96.7K
PA
834
PSI Advisors
Florida
$96.7K
CG
835
Cutler Group
California
$96K +$65.1K +300 +300%
SSB
836
Sandy Spring Bank
Maryland
$95.5K
JWA
837
JFS Wealth Advisors
Pennsylvania
$94.3K
RFA
838
Register Financial Advisors
Georgia
$94.3K +$217 +1 +0.3%
RAM
839
Ramirez Asset Management
New York
$91.9K
VWM
840
Venturi Wealth Management
Texas
$91K +$1.08K +5 +1%
PS
841
Planned Solutions
California
$88.2K +$79.2K +365 New
BTI
842
Blue Trust Inc
Georgia
$85K +$44.1K +203 +107%
BWM
843
Baystate Wealth Management
Massachusetts
$84.3K -$20.8K -96 -22%
CTA
844
Colonial Trust Advisors
South Carolina
$83.7K +$3.04K +14 +4%
Russell Investments Group
845
Russell Investments Group
United Kingdom
$82.9K
PCMC
846
Private Capital Management (Colorado)
Colorado
$78.6K -$9.55K -44 -12%
NCM
847
Northwest Capital Management
Oregon
$77.6K
JFG
848
JDM Financial Group
Texas
$77.4K
MRCM
849
M&R Capital Management
New Jersey
$76.9K
TC
850
Truvestments Capital
Florida
$76.9K +$3.91K +18 +6%