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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
176
Capital Management
Virginia
$204K -$46K -371 -18%
ST
177
Stifel Trust
Missouri
$204K – – –
RIA
178
Regal Investment Advisors
Michigan
$165K +$70.1K +566 +74%
Bessemer Group
179
Bessemer Group
New Jersey
$163K – – –
PWAG
180
Polaris Wealth Advisory Group
California
$156K -$20.8K -168 -12%
OC
181
Oakworth Capital
Alabama
$154K – – –
SFSIG
182
San Francisco Sentry Investment Group
California
$132K – – –
WRM
183
Westport Resources Management
Connecticut
$132K – – –
PSUF
184
People's United Financial
Connecticut
$130K – – –
WT
185
Whittier Trust
California
$127K – – –
MCM
186
Manchester Capital Management
Vermont
$124K – – –
FIG
187
Fusion Investment Group
Pennsylvania
$106K +$8.42K +68 +12%
EWM
188
Evercore Wealth Management
New York
$102K -$5.58K -45 -5%
PFA
189
Paradigm Financial Advisors
Missouri
$94K +$124 +1 +0.1%
CFG
190
CKW Financial Group
Hawaii
$87K +$86.7K +700 New
WCM
191
Wealthcare Capital Management
Virginia
$72K – – –
WA
192
WFG Advisors
Texas
$69K -$4.96K -40 -7%
Lazard Asset Management
193
Lazard Asset Management
New York
$68K – – –
JIR
194
James Investment Research
Ohio
$66K -$9.29K -75 -12%
CAL
195
Capital Advisors Ltd
Ohio
$64K – – –
BC
196
Bartlett & Co
Ohio
$39K – – –
RFA
197
Reilly Financial Advisors
California
$39K – – –
BAM
198
Barrett Asset Management
New York
$37K – – –
JFA
199
JNBA Financial Advisors
Minnesota
$37K – – –
TCOV
200
Trust Company of Vermont
Vermont
$37K – – –