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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
1076
Rothschild Investment LLC
Illinois
$192K +$51.1K +150 +40%
CT
1077
Colonial Trust
South Carolina
$186K
CFO
1078
Colony Family Offices
North Carolina
$184K
LB
1079
Legacy Bridge
Iowa
$184K
NF
1080
Napier Financial
Massachusetts
$180K
RDFA
1081
Ritter Daniher Financial Advisory
Ohio
$177K +$1.02K +3 +0.6%
MSWM
1082
Mowery & Schoenfeld Wealth Management
Illinois
$169K
CBT
1083
Crews Bank & Trust
Florida
$167K
Lazard Asset Management
1084
Lazard Asset Management
New York
$164K
TSMHT
1085
Thurston Springer Miller Herd & Titak
Indiana
$162K +$10.9K +32 +8%
CFM
1086
Cornerstone Financial Management
Massachusetts
$159K
MCP
1087
Miller Capital Partners
Michigan
$158K
EWA
1088
EverSource Wealth Advisors
Alabama
$157K -$113K -332 -44%
GTAM
1089
Global Trust Asset Management
Florida
$157K
AAG
1090
Armstrong Advisory Group
Massachusetts
$156K
IBOK
1091
Independence Bank of Kentucky
Kentucky
$151K -$11.9K -35 -8%
AUB
1092
Atlantic Union Bankshares
Virginia
$148K
PSB
1093
Piscataqua Savings Bank
New Hampshire
$146K
TCOT
1094
Trust Company of Toledo
Ohio
$146K
PF
1095
PlanVest Financial
Maryland
$146K +$10.9K +32 +9%
MIA
1096
Milestone Investment Advisors
Wisconsin
$142K
MEG
1097
Millstone Evans Group
Colorado
$141K
OCM
1098
Orion Capital Management
California
$139K
OSNBOA
1099
Old Second National Bank of Aurora
Illinois
$135K
RMP
1100
Richards, Merrill & Peterson
Washington
$132K -$3.75K -11 -3%