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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
201
Betterment LLC
New York
$739K +$92.1K +501 +15%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$720K – – –
GTAM
203
Global Trust Asset Management
Florida
$716K -$575K -3,126 -45%
VDFA
204
Vickerman & Driscoll Financial Advisors
Washington
$713K -$21.5K -117 -3%
AIM
205
Acropolis Investment Management
Missouri
$710K – – –
CIA
206
Covington Investment Advisors
Pennsylvania
$708K +$10.7K +58 +2%
TPWA
207
TRUE Private Wealth Advisors
Oregon
$707K +$202K +1,099 +41%
AAP
208
Arax Advisory Partners
Colorado
$693K +$14.7K +80 +2%
AF
209
Alerus Financial
North Dakota
$673K – – –
RJT
210
Raymond James Trust
Florida
$669K – – –
BF
211
BOK Financial
Oklahoma
$665K +$22.2K +121 +4%
ASN
212
Advisory Services Network
Georgia
$655K +$21.9K +119 +4%
WAG
213
Winthrop Advisory Group
Massachusetts
$650K -$147K -797 -19%
BOH
214
Bank of Hawaii
Hawaii
$644K -$10.1K -55 -2%
MWA
215
Martel Wealth Advisors
Washington
$644K +$632K +3,437 New
BSW
216
Buckingham Strategic Wealth
Missouri
$643K +$66.6K +362 +12%
SBSB
217
Sullivan, Bruyette, Speros & Blaney
Virginia
$640K +$6.99K +38 +1%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$631K +$111K +603 +22%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$615K +$450K +2,445 +292%
SPC
220
Sigma Planning Corp
Michigan
$613K -$241K -1,311 -29%
CF
221
Centaurus Financial
California
$612K -$218K -1,188 -28%
MCTIC
222
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$595K – – –
MFS
223
McNamara Financial Services
Massachusetts
$594K -$56.5K -307 -9%
TFF
224
The Family Firm
Maryland
$589K -$71.9K -391 -11%
Renaissance Technologies
225
Renaissance Technologies
New York
$581K -$662K -3,600 -54%