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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Soundmark Wealth Management
Washington
$590K +$30.8K +110 +6%
FWM
427
Frontier Wealth Management
Missouri
$580K -$559 -2 -0.1%
SIC
428
Salem Investment Counselors
North Carolina
$580K +$75.3K +269 +16%
CWM
429
CCG Wealth Management
California
$576K
AF
430
Allworth Financial
California
$571K -$730K -2,610 -57%
AWM
431
Altavista Wealth Management
North Carolina
$560K +$7.27K +26 +1%
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$551K +$74.4K +266 +16%
MFG
433
MidWestOne Financial Group
Iowa
$549K +$14.5K +52 +3%
CA
434
Continuum Advisory
Idaho
$548K +$116K +416 +28%
CC
435
Courier Capital
New York
$546K -$166K -593 -24%
SFI
436
SPC Financial Inc
Maryland
$545K
BWM
437
BCGM Wealth Management
Indiana
$543K +$182K +650 +52%
RA
438
Resolute Advisors
California
$540K +$280 +1 +0.1%
ANTB
439
AMG National Trust Bank
Colorado
$534K -$16.8K -60 -3%
CTA
440
Colonial Trust Advisors
South Carolina
$532K +$5.88K +21 +1%
CFFP
441
Center for Financial Planning
Michigan
$528K -$52.9K -189 -9%
PWM
442
Perigon Wealth Management
California
$528K +$122K +437 +32%
EI
443
Ellevest Inc
New York
$526K
PG
444
Prostatis Group
Maryland
$525K -$49.8K -178 -9%
HWM
445
Hemington Wealth Management
Virginia
$522K -$1.4K -5 -0.3%
CFGS
446
Concourse Financial Group Securities
Alabama
$517K -$242K -866 -33%
KWM
447
Keebeck Wealth Management
Illinois
$513K -$10.3K -37 -2%
MCM
448
MAI Capital Management
Ohio
$512K +$839 +3 +0.2%
Neuberger Berman Group
449
Neuberger Berman Group
New York
$508K +$39.7K +142 +9%
NFP
450
Novak Financial Planning
Maryland
$500K -$27.1K -97 -5%