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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
226
Merit Financial Group
Georgia
$474K -$176K -1,025 -26%
TPWA
227
TRUE Private Wealth Advisors
Oregon
$468K +$457K +2,667 New
IWM
228
IHT Wealth Management
Illinois
$464K -$21.8K -127 -5%
PD
229
Planning Directions
Pennsylvania
$462K +$47.9K +279 +12%
RWM
230
RKL Wealth Management
Pennsylvania
$460K +$172 +1 +0%
AWCI
231
Alpine Woods Capital Investors
New York
$457K +$446K +2,600 New
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$452K – – –
EAM
233
Evanson Asset Management
California
$441K +$343 +2 +0.1%
BP
234
Ballentine Partners
Massachusetts
$438K -$12.3K -72 -3%
BB
235
Busey Bank
Illinois
$436K – – –
HCIA
236
Hochman Cole Investment Advisors
Illinois
$431K – – –
BC
237
Burleson & Co
California
$429K +$38.1K +222 +10%
MWM
238
Mission Wealth Management
California
$425K – – –
SFS
239
Sowell Financial Services
Arkansas
$418K – – –
PSF
240
Pacific Sun Financial
California
$418K +$13.7K +80 +4%
OAJ
241
Ogorek Anthony Joseph
New York
$413K +$404K +2,353 New
FCAG
242
First Capital Advisors Group
New Jersey
$406K -$54.9K -320 -12%
MWM
243
Modera Wealth Management
New Jersey
$392K +$93K +542 +32%
APA
244
American Portfolios Advisors
New York
$386K -$8.4K -49 -2%
JIC
245
Johnson Investment Counsel
Ohio
$383K – – –
PA
246
Planning Alternatives
Michigan
$383K +$374K +2,180 New
SIAS
247
Shine Investment Advisory Services
Colorado
$373K – – –
GJIC
248
Gamble Jones Investment Counsel
California
$370K +$14.4K +84 +4%
FA
249
FDx Advisors
Illinois
$364K -$343 -2 -0.1%
NAMP
250
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$360K – – –
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