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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
SeaCrest Wealth Management
New York
– -$127K -646 Closed
TCWM
827
Total Clarity Wealth Management
Illinois
– -$79K -399 Closed
BMD
828
Better Money Decisions
New Mexico
– -$69K -350 Closed
CWP
829
Concord Wealth Partners
Virginia
– -$67K -338 Closed
VVP
830
Venture Visionary Partners
Ohio
– -$64.8K -329 Closed
Fuller & Thaler Asset Management
831
Fuller & Thaler Asset Management
California
– -$42K -212 Closed
COCM
832
Charter Oak Capital Management
New Hampshire
– -$34K -175 Closed
HFS
833
Heritage Financial Services
Massachusetts
– -$25K -130 Closed
AR
834
Apeiron RIA
Texas
– -$229K -116 Closed
BFG
835
Baron Financial Group
New Jersey
– -$22.9K -116 Closed
CPFP
836
Clear Perspectives Financial Planning
Ohio
– -$20K -100 Closed
BW
837
Bison Wealth
Georgia
– -$13K -68 Closed
AA
838
Addison Advisors
Vermont
– -$13K -65 Closed
CIA
839
Cascade Investment Advisors
Oregon
– -$10.2K -52 Closed
PFGIA
840
Patriot Financial Group Insurance Agency
Massachusetts
– -$10K -52 Closed
AWM
841
Activest Wealth Management
Florida
– -$10K -50 Closed
CB
842
Community Bank
New York
– -$10K -50 Closed
MMG
843
Monetary Management Group
Missouri
– -$8K -40 Closed
LFA
844
Level Financial Advisors
New York
– -$3K -17 Closed
MHR
845
Matthew Hamilton Rosenberg
– -$1K -5 Closed
AWMS
846
Advocacy Wealth Management Services
Georgia
– +$215 +1 New