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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Modera Wealth Management
New Jersey
$3.14M +$2.43M +10,066 +600%
GIA
177
Granite Investment Advisors
New Hampshire
$2.99M -$65.1K -269 -2%
AAS
178
Avantax Advisory Services
Texas
$2.95M -$2.31M -9,571 -46%
FHA
179
First Horizon Advisors
Tennessee
$2.94M -$17.4K -72 -0.7%
WPWM
180
Windward Private Wealth Management
Kansas
$2.93M +$2.65M +10,962 New
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
$2.93M +$157K +651 +6%
BP
182
Ballentine Partners
Massachusetts
$2.9M +$2.04M +8,454 +355%
GA
183
GoalVest Advisory
New York
$2.9M +$2.62M +10,831 New
TC
184
TAP Consulting
Missouri
$2.86M -$100K -414 -4%
RFM
185
Royal Fund Management
Florida
$2.82M +$476K +1,970 +23%
FAN
186
Financial Advisors Network
California
$2.71M +$113K +466 +5%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$2.71M +$397K +1,641 +19%
CPIG
188
Chicago Partners Investment Group
Illinois
$2.69M +$3.87K +16 +0.2%
EWA
189
EP Wealth Advisors
California
$2.67M -$1.87M -7,743 -44%
AI
190
Atria Investments
North Carolina
$2.67M +$73.3K +303 +3%
GVAG
191
Great Valley Advisor Group
Delaware
$2.65M +$5.8K +24 +0.2%
LWM
192
Laidlaw Wealth Management
New York
$2.6M +$2.06M +8,521 +711%
SFM
193
Signet Financial Management
New Jersey
$2.58M -$63.4K -262 -3%
GTAM
194
Global Trust Asset Management
Florida
$2.57M +$468K +1,934 +25%
GC
195
Grimes & Company
Massachusetts
$2.57M
VC
196
Veery Capital
Delaware
$2.53M +$2.29M +9,450 New
CF
197
Centaurus Financial
California
$2.51M +$626K +2,589 +38%
BJL
198
Brighton Jones LLC
Washington
$2.51M +$1.01M +4,185 +81%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$2.43M -$181K -748 -8%
LFA
200
Lighthouse Financial Advisors
Maryland
$2.42M +$2.19M +9,046 New