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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1076
SCS Capital Management
Massachusetts
$201K +$187K +549 New
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$200K +$2.73K +8 +1%
JGIA
1078
Jackson Grant Investment Advisers
Connecticut
$199K – – –
FDCDDQ
1079
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K – – –
RIL
1080
Rothschild Investment LLC
Illinois
$192K +$51.1K +150 +40%
CT
1081
Colonial Trust
South Carolina
$186K – – –
CFO
1082
Colony Family Offices
North Carolina
$184K – – –
LB
1083
Legacy Bridge
Iowa
$184K – – –
NF
1084
Napier Financial
Massachusetts
$180K – – –
RDFA
1085
Ritter Daniher Financial Advisory
Ohio
$177K +$1.02K +3 +0.6%
MSWM
1086
Mowery & Schoenfeld Wealth Management
Illinois
$169K – – –
CBT
1087
Crews Bank & Trust
Florida
$167K – – –
Lazard Asset Management
1088
Lazard Asset Management
New York
$164K – – –
TSMHT
1089
Thurston Springer Miller Herd & Titak
Indiana
$162K +$10.9K +32 +8%
CFM
1090
Cornerstone Financial Management
Massachusetts
$159K – – –
MCP
1091
Miller Capital Partners
Michigan
$158K – – –
EWA
1092
EverSource Wealth Advisors
Alabama
$157K -$113K -332 -44%
GTAM
1093
Global Trust Asset Management
Florida
$157K – – –
AAG
1094
Armstrong Advisory Group
Massachusetts
$156K – – –
IBOK
1095
Independence Bank of Kentucky
Kentucky
$151K -$11.9K -35 -8%
TAM
1096
Tucker Asset Management
Colorado
$150K – – –
AUB
1097
Atlantic Union Bankshares
Virginia
$148K – – –
PSB
1098
Piscataqua Savings Bank
New Hampshire
$146K – – –
TCOT
1099
Trust Company of Toledo
Ohio
$146K – – –
PF
1100
PlanVest Financial
Maryland
$146K +$10.9K +32 +9%