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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Athena Investment Management
California
$563K +$10.3K +37 +2%
NL
602
NWAM LLC
Washington
$561K +$4.16K +15 +0.7%
FWM
603
Fingerlakes Wealth Management
New York
$560K -$9.7K -35 -2%
CIA
604
Choate Investment Advisors
Massachusetts
$560K +$208K +750 +51%
AR
605
Apeiron RIA
Texas
$559K +$3.05K +11 +0.5%
BB
606
Bell Bank
North Dakota
$551K – – –
NI
607
NCP Inc
California
$537K +$73.7K +266 +14%
NIM
608
Northeast Investment Management
Massachusetts
$532K – – –
PSF
609
Pacific Sun Financial
California
$532K +$2.77K +10 +0.5%
FC
610
Fusion Capital
South Carolina
$529K +$554 +2 +0.1%
SDWMA
611
Schneider Downs Wealth Management Advisors
Pennsylvania
$526K – – –
LDB
612
Lee, Danner & Bass
Tennessee
$523K – – –
SAM
613
Silvercrest Asset Management
New York
$520K – – –
RI
614
Rinkey Investments
California
$520K – – –
RIA
615
Regal Investment Advisors
Michigan
$519K -$92.3K -333 -14%
SAM
616
Smartleaf Asset Management
Massachusetts
$517K +$272K +982 +93%
ST
617
Smithfield Trust
Pennsylvania
$514K +$18.6K +67 +3%
SIC
618
Salem Investment Counselors
North Carolina
$513K -$27.7K -100 -5%
CWC
619
Carolinas Wealth Consulting
North Carolina
$513K -$37.4K -135 -6%
OGF
620
Orin Green Financial
California
$512K +$616K +2,224 New
PL
621
Plancorp LLC
Missouri
$509K – – –
FG
622
Fairman Group
Pennsylvania
$504K +$554 +2 +0.1%
SW
623
SlateStone Wealth
Florida
$504K – – –
1W
624
1776 Wealth
Georgia
$503K – – –
ANBT
625
American National Bank & Trust
Texas
$502K +$113K +407 +26%