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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$562K – – –
MWM
402
Meridian Wealth Management
Kentucky
$561K +$211K +873 +71%
FWM
403
Frontier Wealth Management
Missouri
$558K -$4.84K -20 -1%
Brown Advisory
404
Brown Advisory
Maryland
$553K +$98.2K +406 +24%
1W
405
1776 Wealth
Georgia
$552K – – –
DWM
406
Defined Wealth Management
Oregon
$549K +$496K +2,052 New
PAMG
407
Patton Albertson Miller Group
Tennessee
$544K – – –
SWA
408
Sax Wealth Advisors
New Jersey
$543K +$490K +2,028 New
CWM
409
CCG Wealth Management
California
$532K -$1.69K -7 -0.4%
CIC
410
Carnegie Investment Counsel
Ohio
$530K -$141K -583 -23%
CFFP
411
Center for Financial Planning
Michigan
$524K -$163K -675 -26%
PCA
412
Personal Capital Advisors
California
$512K +$207K +855 +81%
ANTB
413
AMG National Trust Bank
Colorado
$511K +$52K +215 +13%
TWM
414
Tradition Wealth Management
Minnesota
$510K +$461K +1,905 New
EAM
415
Evanson Asset Management
California
$508K +$116K +481 +34%
SFI
416
SPC Financial Inc
Maryland
$503K -$12.6M -51,959 -97%
MPM
417
Meritage Portfolio Management
Kansas
$499K +$451K +1,864 New
RA
418
Resolute Advisors
California
$498K +$450K +1,861 New
AWM
419
Altavista Wealth Management
North Carolina
$497K +$1.94K +8 +0.4%
PG
420
Prostatis Group
Maryland
$496K +$70.6K +292 +19%
NFP
421
Novak Financial Planning
Maryland
$494K +$446K +1,845 New
SWA
422
SOA Wealth Advisors
New York
$492K +$400K +1,653 New
KWM
423
Keebeck Wealth Management
Illinois
$484K -$3.14K -13 -0.7%
HWM
424
Hemington Wealth Management
Virginia
$483K +$437K +1,805 New
WFA
425
Wells Financial Advisors
Massachusetts
$480K +$434K +1,795 New