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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
426
Y-Intercept (HK)
Hong Kong
$552K +$577K +2,047 New
FWM
427
Frontier Wealth Management
Missouri
$550K -$23.1K -82 -4%
PG
428
Prostatis Group
Maryland
$546K +$38.9K +138 +7%
CWM
429
CCG Wealth Management
California
$546K – – –
PCA
430
Personal Capital Advisors
California
$528K +$2.82K +10 +0.5%
SWM
431
Soundmark Wealth Management
Washington
$526K +$276K +980 +105%
ANTB
432
AMG National Trust Bank
Colorado
$523K -$1.41K -5 -0.3%
AWM
433
Altavista Wealth Management
North Carolina
$523K +$13.8K +49 +3%
SFI
434
SPC Financial Inc
Maryland
$517K – – –
FAT
435
First American Trust
California
$516K +$307K +1,088 +138%
RA
436
Resolute Advisors
California
$512K +$564 +2 +0.1%
OPS
437
Orion Portfolio Solutions
Nebraska
$512K +$526K +1,865 New
PAMG
438
Patton Albertson Miller Group
Tennessee
$507K +$6.2K +22 +1%
MFG
439
MidWestOne Financial Group
Iowa
$506K +$32.1K +114 +7%
NFP
440
Novak Financial Planning
Maryland
$500K -$6.48K -23 -1%
CTA
441
Colonial Trust Advisors
South Carolina
$499K +$53.6K +190 +12%
W
442
WealthOne
New York
$498K +$19.2K +68 +4%
EI
443
Ellevest Inc
New York
$498K +$510K +1,809 +36,180%
KWM
444
Keebeck Wealth Management
Illinois
$497K – – –
HWM
445
Hemington Wealth Management
Virginia
$496K – – –
Koshinski Asset Management
446
Koshinski Asset Management
Illinois
$495K +$107K +379 +27%
MCM
447
MAI Capital Management
Ohio
$484K +$82.9K +294 +20%
FWIA
448
Fort Washington Investment Advisors
Ohio
$483K – – –
SWM
449
Southern Wealth Management
Texas
$483K – – –
CHA
450
Carmichael Hill & Associates
Maryland
$481K +$5.07K +18 +1%