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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
226
Burleson & Co
California
$787K +$238K +1,387 +49%
FWM
227
Foresight Wealth Management
Utah
$774K -$86.9K -506 -11%
NAS
228
Nicolet Advisory Services
Wisconsin
$774K +$740K +4,307 New
A
229
AdvicePeriod
California
$741K – – –
ABC
230
Associated Banc-Corp
Wisconsin
$733K -$26.4K -154 -4%
BF
231
BOK Financial
Oklahoma
$720K +$859 +5 +0.1%
IWM
232
IHT Wealth Management
Illinois
$719K +$87.2K +508 +15%
RMCM
233
Reynders McVeigh Capital Management
Massachusetts
$718K +$686K +3,993 New
CS
234
Credit Suisse
Switzerland
$711K -$1.17M -6,831 -63%
FAIM
235
Financial Advocates Investment Management
Washington
$690K -$167K -975 -20%
AIM
236
Acropolis Investment Management
Missouri
$683K – – –
AF
237
Allworth Financial
California
$668K -$189K -1,102 -23%
BOH
238
Bank of Hawaii
Hawaii
$668K – – –
BSW
239
Buckingham Strategic Wealth
Missouri
$664K +$39.2K +228 +7%
QCG
240
Quadrant Capital Group
Ohio
$660K -$267K -1,555 -30%
CBFP
241
Cedar Brook Financial Partners
Ohio
$659K -$43.3K -252 -6%
RJT
242
Raymond James Trust
Florida
$641K -$34.3K -200 -5%
IA
243
IFG Advisory
Georgia
$607K +$687K +4,001 New
CIC
244
Cutler Investment Counsel
Oregon
$606K -$125K -728 -18%
CCA
245
Clearwater Capital Advisors
Illinois
$598K -$232K -1,348 -29%
VDFA
246
Vickerman & Driscoll Financial Advisors
Washington
$594K -$78.3K -456 -12%
TFF
247
The Family Firm
Maryland
$591K +$23.5K +137 +4%
TIA
248
Traphagen Investment Advisors
New Jersey
$584K +$558K +3,250 New
CCP
249
Corient Capital Partners
California
$581K -$448K -2,610 -45%
MWA
250
Martel Wealth Advisors
Washington
$575K +$26.3K +153 +5%
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