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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
176
Essential Planning
New Hampshire
$3.9M +$42.3K +186 +1%
CWA
177
CJM Wealth Advisers
Virginia
$3.88M +$375K +1,651 +10%
PLU
178
Performa Ltd (US)
South Carolina
$3.87M +$5.91K +26 +0.1%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$3.73M +$706K +3,105 +22%
Betterment LLC
180
Betterment LLC
New York
$3.69M +$204K +899 +6%
RA
181
RFG Advisory
Alabama
$3.66M +$771K +3,393 +25%
SIA
182
Strategic Investment Advisors
Michigan
$3.66M -$3.6M -15,833 -48%
CI
183
CX Institutional
Indiana
$3.6M +$41.6K +183 +1%
BCM
184
Beaumont Capital Management
Massachusetts
$3.57M
ASN
185
Advisory Services Network
Georgia
$3.57M +$1.56M +6,858 +70%
FHA
186
First Horizon Advisors
Tennessee
$3.57M +$283K +1,246 +8%
VC
187
Veery Capital
Delaware
$3.55M +$65.2K +287 +2%
CAM
188
Congress Asset Management
Massachusetts
$3.54M +$3.76M +16,551 New
ACA
189
Ackerman Capital Advisors
Texas
$3.54M -$174K -764 -4%
MWM
190
Modera Wealth Management
New Jersey
$3.53M -$49.5K -218 -1%
PP
191
Prosperity Planning
Missouri
$3.51M +$161K +707 +5%
BDF
192
Black Diamond Financial
Maryland
$3.48M +$227 +1 +0%
QC
193
Quent Capital
New York
$3.38M +$468K +2,059 +15%
GC
194
Grimes & Company
Massachusetts
$3.33M +$166K +730 +5%
LFP
195
Leeward Financial Partners
Washington
$3.33M +$573K +2,523 +19%
DWM
196
Dopkins Wealth Management
New York
$3.32M +$44.5K +196 +1%
JIC
197
Joel Isaacson & Co
New York
$3.3M +$3.86K +17 +0.1%
MWA
198
Martel Wealth Advisors
Washington
$3.3M -$117K -515 -3%
SWM
199
Shelton Wealth Management
Texas
$3.28M +$100K +440 +3%
FAN
200
Financial Advisors Network
California
$3.23M +$3.43M +15,101 New