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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Meridian Wealth Management
Kentucky
$561K +$211K +873 +71%
FWM
402
Frontier Wealth Management
Missouri
$558K -$4.84K -20 -1%
Brown Advisory
403
Brown Advisory
Maryland
$553K +$98.2K +406 +24%
1W
404
1776 Wealth
Georgia
$552K
DWM
405
Defined Wealth Management
Oregon
$549K +$496K +2,052 New
PAMG
406
Patton Albertson Miller Group
Tennessee
$544K
SWA
407
Sax Wealth Advisors
New Jersey
$543K +$490K +2,028 New
CWM
408
CCG Wealth Management
California
$532K -$1.69K -7 -0.4%
CIC
409
Carnegie Investment Counsel
Ohio
$530K -$141K -583 -23%
CFFP
410
Center for Financial Planning
Michigan
$524K -$163K -675 -26%
PCA
411
Personal Capital Advisors
California
$512K +$207K +855 +81%
ANTB
412
AMG National Trust Bank
Colorado
$511K +$52K +215 +13%
TWM
413
Tradition Wealth Management
Minnesota
$510K +$461K +1,905 New
EAM
414
Evanson Asset Management
California
$508K +$116K +481 +34%
SFI
415
SPC Financial Inc
Maryland
$503K -$12.6M -51,959 -97%
MPM
416
Meritage Portfolio Management
Kansas
$499K +$451K +1,864 New
RA
417
Resolute Advisors
California
$498K +$450K +1,861 New
AWM
418
Altavista Wealth Management
North Carolina
$497K +$1.94K +8 +0.4%
PG
419
Prostatis Group
Maryland
$496K +$70.6K +292 +19%
NFP
420
Novak Financial Planning
Maryland
$494K +$446K +1,845 New
SWA
421
SOA Wealth Advisors
New York
$492K +$400K +1,653 New
KWM
422
Keebeck Wealth Management
Illinois
$484K -$3.14K -13 -0.7%
HWM
423
Hemington Wealth Management
Virginia
$483K +$437K +1,805 New
WFA
424
Wells Financial Advisors
Massachusetts
$480K +$434K +1,795 New
FWIA
425
Fort Washington Investment Advisors
Ohio
$471K