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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
251
North Star Investment Management
Illinois
$20K +$6.51K +50 +50%
TF
252
Tompkins Financial
New York
$18K – – –
SWA
253
Sutton Wealth Advisors
Florida
$16.3K – – –
AF
254
Allworth Financial
California
$16K +$1.17K +9 +8%
WAS
255
Winch Advisory Services
Wisconsin
$15K +$15.2K +117 New
JFA
256
JNBA Financial Advisors
Minnesota
$14K -$94.2K -723 -87%
S
257
SignatureFD
Georgia
$14K – – –
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
WT
259
Whittier Trust
California
$13K – – –
IAS
260
INR Advisory Services
Pennsylvania
$12K – – –
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$6.64K +51 +134%
LM
262
Legg Mason
Maryland
$12K +$11.1K +85 New
ADL
263
Asset Dedication LLC
California
$10K – – –
GWM
264
Geneos Wealth Management
Colorado
$10K – – –
PAI
265
Pittenger & Anderson Inc
Nebraska
$9K – – –
HWP
266
Hefty Wealth Partners
Indiana
$8K -$59K -453 -87%
GAM
267
Gemmer Asset Management
California
$8K – – –
WHG
268
Westwood Holdings Group
Texas
$8K +$8.07K +62 New
GI
269
Gradient Investments
Minnesota
$8K +$8.2K +63 New
RFA
270
Reilly Financial Advisors
California
$7K -$260 -2 -4%
IF
271
Ironwood Financial
Arizona
$5K – – –
CCM
272
Cribstone Capital Management
Maine
$4K -$3.26K -25 -45%
DBT
273
Dubuque Bank & Trust
Iowa
$3K – – –
TFA
274
Transamerica Financial Advisors
Florida
$3K +$2.34K +18 New
FNBT
275
FineMark National Bank & Trust
Florida
$3K +$3K +23 New