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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
Bernicke Wealth Management
Wisconsin
$796K – – –
LFAS
227
Level Four Advisory Services
Texas
$794K +$8.93K +52 +1%
BC
228
Burleson & Co
California
$787K +$238K +1,387 +49%
FWM
229
Foresight Wealth Management
Utah
$774K -$86.9K -506 -11%
NAS
230
Nicolet Advisory Services
Wisconsin
$774K +$740K +4,307 New
A
231
AdvicePeriod
California
$741K – – –
ABC
232
Associated Banc-Corp
Wisconsin
$733K -$26.4K -154 -4%
BF
233
BOK Financial
Oklahoma
$720K +$859 +5 +0.1%
IWM
234
IHT Wealth Management
Illinois
$719K +$87.2K +508 +15%
RMCM
235
Reynders McVeigh Capital Management
Massachusetts
$718K +$686K +3,993 New
CS
236
Credit Suisse
Switzerland
$711K -$1.17M -6,831 -63%
FAIM
237
Financial Advocates Investment Management
Washington
$690K -$167K -975 -20%
AIM
238
Acropolis Investment Management
Missouri
$683K – – –
AF
239
Allworth Financial
California
$668K -$189K -1,102 -23%
BOH
240
Bank of Hawaii
Hawaii
$668K – – –
BSW
241
Buckingham Strategic Wealth
Missouri
$664K +$39.2K +228 +7%
QCG
242
Quadrant Capital Group
Ohio
$660K -$267K -1,555 -30%
CBFP
243
Cedar Brook Financial Partners
Ohio
$659K -$43.3K -252 -6%
RJT
244
Raymond James Trust
Florida
$641K -$34.3K -200 -5%
IA
245
IFG Advisory
Georgia
$607K +$687K +4,001 New
CIC
246
Cutler Investment Counsel
Oregon
$606K -$125K -728 -18%
CCA
247
Clearwater Capital Advisors
Illinois
$598K -$232K -1,348 -29%
VDFA
248
Vickerman & Driscoll Financial Advisors
Washington
$594K -$78.3K -456 -12%
TFF
249
The Family Firm
Maryland
$591K +$23.5K +137 +4%
TIA
250
Traphagen Investment Advisors
New Jersey
$584K +$558K +3,250 New
8 9
10
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