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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
301
Northwest Wealth Management
Iowa
$141K +$142K +859 New
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$137K -$21.4K -130 -13%
GWM
303
Geneos Wealth Management
Colorado
$132K +$73.9K +448 +124%
FANJ
304
Financial Architects (New Jersey)
New Jersey
$131K +$4.12K +25 +3%
PO
305
Private Ocean
California
$129K +$130K +791 New
BC
306
Bartlett & Co
Ohio
$120K – – –
EDRH
307
Edmond de Rothschild Holding
Switzerland
$120K – – –
LYV
308
Live Your Vision
Pennsylvania
$120K – – –
BCWM
309
Bartlett & Co Wealth Management
Ohio
$120K +$121K +731 New
KBFS
310
Kohmann Bosshard Financial Services
Ohio
$108K -$9.73K -59 -8%
AF
311
Advisornet Financial
Minnesota
$106K – – –
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$100K +$101K +611 New
AIM
313
Anchor Investment Management
South Carolina
$98.4K – – –
LWA
314
Lenox Wealth Advisors
New York
$98K – – –
OC
315
Oakworth Capital
Alabama
$96K -$15.3K -93 -14%
SWM
316
SeaCrest Wealth Management
New York
$96K – – –
EA
317
Edge Advisors
Georgia
$92K +$17.5K +106 +23%
VFA
318
Valeo Financial Advisors
Indiana
$90K +$25.9K +157 +40%
BWA
319
Burt Wealth Advisors
Maryland
$88K – – –
BWA
320
BDO Wealth Advisors
Florida
$87K +$87.6K +531 New
ML
321
McAdam LLC
Pennsylvania
$82K +$82.6K +501 New
PG
322
Patten Group
Tennessee
$81K +$2.97K +18 +4%
NSB
323
Norway Savings Bank
Maine
$77K -$34.6K -210 -31%
BlackRock
324
BlackRock
New York
$73K +$5.77K +35 +9%
TDC
325
Thompson Davis & Co
Virginia
$72K +$6.93K +42 +11%