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Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
876
Prestige Wealth Management Group
New Jersey
$8K – – –
MTWM
877
Masso Torrence Wealth Management
New Jersey
$8K +$8.6K +30 New
BA
878
Ballast Advisors
Minnesota
$7K – – –
LPP
879
Life Planning Partners
Florida
$7K +$6.6K +23 New
BWS
880
BCR Wealth Strategies
Alabama
$7K +$7.17K +25 New
BA
881
Bivin & Associates
Oklahoma
$7K +$7.17K +25 New
SIS
882
Sound Income Strategies
Florida
$7K +$7.46K +26 New
CAM
883
Costello Asset Management
Pennsylvania
$6K – – –
MHR
884
Matthew Hamilton Rosenberg
$6K +$6.6K +23 New
TWC
885
TD Waterhouse Canada
Ontario, Canada
$5.31K +$5.45K +19 New
SWM
886
Selective Wealth Management
Virginia
$5K – – –
TCM
887
TD Capital Management
Tennessee
$5K – – –
GWS
888
Glassman Wealth Services
Virginia
$4K -$2.01K -7 -32%
AWM
889
AllSquare Wealth Management
New York
$4K – – –
PAIM
890
Punch & Associates Investment Management
Minnesota
$4K – – –
TCWM
891
Total Clarity Wealth Management
Illinois
$3K – – –
FRA
892
Front Row Advisors
California
$3K +$1.72K +6 +200%
TIM
893
Tortoise Investment Management
New York
$3K +$3.15K +11 New
HF
894
Halpern Financial
Virginia
$2.82K -$14.3K -50 -83%
CCM
895
Cribstone Capital Management
Maine
$2K – – –
TCM
896
Tradewinds Capital Management
Washington
$2K – – –
WBC
897
West Branch Capital
Massachusetts
$1K – – –
CWM
898
CarsonAllaria Wealth Management
Illinois
$1K +$1.15K +4 New
WIM
899
Westside Investment Management
California
$27 – – –
Vanguard Group
900
Vanguard Group
Pennsylvania
– -$7.68M -27,409 Closed