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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
326
NorthRock Partners
Minnesota
$505K +$8.85K +49 +2%
EFL
327
ERn Financial LLC
Wisconsin
$503K -$373K -2,068 -45%
TFA
328
TPG Financial Advisors
Oregon
$500K +$2.35K +13 +0.5%
PCIA
329
Prime Capital Investment Advisors
Kansas
$500K +$333K +1,844 +279%
BB
330
Busey Bank
Illinois
$495K -$143K -794 -24%
DSN
331
D. Scott Neal
Kentucky
$491K -$14.8K -82 -3%
MWM
332
Mission Wealth Management
California
$490K
BP
333
Ballentine Partners
Massachusetts
$475K
SF
334
Summit Financial
New Jersey
$474K +$429K +2,374 New
GWM
335
Geneos Wealth Management
Colorado
$462K +$9.75K +54 +2%
SFPG
336
Stonebridge Financial Planning Group
Florida
$459K -$57.2K -317 -12%
RPWA
337
Regent Peak Wealth Advisors
Georgia
$458K -$63.2K -350 -13%
HCIA
338
Hochman Cole Investment Advisors
Illinois
$457K
ML
339
McAdam LLC
Pennsylvania
$452K +$409K +2,264 New
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$449K +$157K +869 +63%
WS
341
Wedbush Securities
California
$449K +$406K +2,251 New
FWM
342
Frontier Wealth Management
Missouri
$444K -$235K -1,300 -37%
KFI
343
Key Financial Inc
Pennsylvania
$444K +$6.86K +38 +2%
SAM
344
Smithbridge Asset Management
Pennsylvania
$442K
SIA
345
Strategic Investment Advisors
Michigan
$442K +$2.89K +16 +0.7%
PSF
346
Pacific Sun Financial
California
$441K
CCA
347
Clearwater Capital Advisors
Illinois
$440K -$59.6K -330 -13%
PJB
348
Paul John Balson
California
$437K -$72.4K -401 -15%
AllianceBernstein
349
AllianceBernstein
Tennessee
$434K -$10.7K -59 -3%
RWM
350
RKL Wealth Management
Pennsylvania
$434K