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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
201
Joel Isaacson & Co
New York
$1.07M
KWM
202
Kingsview Wealth Management
Oregon
$1.07M +$687 +4 +0.1%
DY
203
Dowling & Yahnke
California
$1.06M +$243K +1,417 +32%
FUBT
204
First United Bank & Trust
Maryland
$1.06M -$257K -1,497 -20%
VFA
205
Voya Financial Advisors
Connecticut
$1.05M +$8.24K +48 +0.8%
GVAG
206
Great Valley Advisor Group
Delaware
$1.04M -$870K -5,066 -47%
TWA
207
TCI Wealth Advisors
Arizona
$1.03M -$3.95K -23 -0.4%
OIA
208
Optimum Investment Advisors
Illinois
$1.01M -$101K -588 -9%
CCA
209
Checchi Capital Advisers
California
$998K +$701K +4,080 +277%
ASN
210
Advisory Services Network
Georgia
$997K +$97.4K +567 +11%
PAS
211
Partnervest Advisory Services
California
$973K +$930K +5,413 New
MA
212
MONECO Advisors
Connecticut
$962K +$5.32K +31 +0.6%
BJL
213
Brighton Jones LLC
Washington
$932K +$65.4K +381 +8%
WB
214
WesBanco Bank
West Virginia
$932K +$456K +2,654 +105%
FLA
215
Financial Life Advisors
Texas
$923K -$269K -1,564 -23%
KP
216
Keel Point
Alabama
$921K -$26.4K -154 -3%
HFA
217
Huber Financial Advisors
Illinois
$891K -$30.6K -178 -3%
CK
218
Cohen Klingenstein
New York
$877K +$32.6K +190 +4%
EFL
219
ERn Financial LLC
Wisconsin
$852K
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$840K +$239K +1,393 +42%
CDH
221
Charles D. Hyman
$839K
ZB
222
Zions Bancorporation
Utah
$825K +$788K +4,588 New
Betterment LLC
223
Betterment LLC
New York
$823K +$78.3K +456 +11%
BWM
224
Bernicke Wealth Management
Wisconsin
$796K
LFAS
225
Level Four Advisory Services
Texas
$794K +$8.93K +52 +1%