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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$251K +$17.3K +133 +7%
NAMP
202
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$244K – – –
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$240K – – –
CC
204
Cassaday & Co
Virginia
$237K -$122K -935 -34%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$234K +$126K +969 +120%
MWM
206
Modera Wealth Management
New Jersey
$229K +$226K +1,734 New
CS
207
Comerica Securities
Michigan
$228K -$17.8K -137 -7%
GJIC
208
Gamble Jones Investment Counsel
California
$228K +$225K +1,728 New
CCM
209
Coe Capital Management
Illinois
$222K -$3.26K -25 -1%
AllianceBernstein
210
AllianceBernstein
Tennessee
$213K -$130 -1 -0.1%
ASN
211
Advisory Services Network
Georgia
$207K – – –
NG
212
Northstar Group
New York
$207K +$205K +1,575 New
SCM
213
SOL Capital Management
Maryland
$204K +$202K +1,550 New
APSP
214
Asset Planning Services (Pennsylvania)
Pennsylvania
$187K -$14.6K -112 -7%
OC
215
Oakworth Capital
Alabama
$180K +$12.6K +97 +8%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$157K -$731K -5,611 -82%
SF
217
Synovus Financial
Georgia
$151K +$391 +3 +0.3%
WA
218
WFG Advisors
Texas
$141K +$9.12K +70 +7%
WRM
219
Westport Resources Management
Connecticut
$140K – – –
IWMPD
220
Integrated Wealth Management (Palm Desert)
California
$136K – – –
WEC
221
Winslow Evans & Crocker
Massachusetts
$135K – – –
PSUF
222
People's United Financial
Connecticut
$99K – – –
BC
223
Bartlett & Co
Ohio
$96K -$29.6K -227 -24%
LYV
224
Live Your Vision
Pennsylvania
$94K +$93.1K +715 New
EWM
225
Evercore Wealth Management
New York
$88K – – –