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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Harbour Investments
Wisconsin
$772K +$501K +2,308 +260%
PCA
477
Prosperity Capital Advisors
Ohio
$771K +$262K +1,205 +61%
SAG
478
SageView Advisory Group
California
$771K +$149K +686 +27%
CP
479
Capital Planning
Washington
$771K +$692K +3,189 New
SW
480
SVB Wealth
Massachusetts
$769K +$230K +1,061 +50%
SIC
481
Shoker Investment Counsel
Ohio
$769K +$868 +4 +0.1%
VWA
482
Visionary Wealth Advisors
Illinois
$758K -$3.39M -15,630 -83%
CIA
483
Concurrent Investment Advisors
Florida
$754K +$677K +3,118 New
NB
484
Northwest Bancshares
Pennsylvania
$746K -$25.2K -116 -4%
KWM
485
Keebeck Wealth Management
Illinois
$745K +$296K +1,364 +79%
EP
486
Eudaimonia Partners
Tennessee
$744K +$71K +327 +12%
BWM
487
BCS Wealth Management
Tennessee
$740K – – –
NAMNJ
488
NorthStar Asset Management (New Jersey)
New Jersey
$736K +$661K +3,045 New
CAL
489
Capital Analysts LLC
Pennsylvania
$733K +$1.3K +6 +0.2%
EWM
490
Evermay Wealth Management
Virginia
$733K -$4.56K -21 -0.7%
TAM
491
Townsend Asset Management
North Carolina
$733K +$63.4K +292 +11%
GJIA
492
Glass Jacobson Investment Advisors
Maryland
$726K -$45.2K -208 -6%
HIA
493
Harbor Investment Advisory
Maryland
$726K +$238K +1,095 +57%
FFS
494
Founders Financial Securities
Maryland
$721K +$135K +621 +26%
Citadel Advisors
495
Citadel Advisors
Florida
$720K -$1.19M -5,496 -65%
SFPG
496
Stonebridge Financial Planning Group
Florida
$717K +$12.4K +57 +2%
TFA
497
Tobias Financial Advisors
Florida
$717K +$84K +387 +15%
HPFG
498
Hart & Patterson Financial Group
Massachusetts
$716K +$643K +2,960 New
DI
499
DFPG Investments
Utah
$711K +$114K +525 +21%
DC
500
Davenport & Co
Virginia
$706K +$23.2K +107 +4%