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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
226
Cohen Klingenstein
New York
$909K – – –
IWM
227
IHT Wealth Management
Illinois
$908K +$159K +876 +22%
CDH
228
Charles D. Hyman
$870K – – –
KP
229
Keel Point
Alabama
$866K -$86.9K -478 -9%
ZB
230
Zions Bancorporation
Utah
$854K – – –
BWM
231
Bernicke Wealth Management
Wisconsin
$815K -$9.46K -52 -1%
ABC
232
Associated Banc-Corp
Wisconsin
$814K +$53.7K +295 +7%
RA
233
RFG Advisory
Alabama
$798K +$788K +4,331 New
NAS
234
Nicolet Advisory Services
Wisconsin
$797K -$4.91K -27 -0.6%
A
235
AdvicePeriod
California
$768K +$182 +1 +0%
RJT
236
Raymond James Trust
Florida
$768K +$101K +553 +15%
RA
237
Riversedge Advisors
Delaware
$748K +$751K +4,128 New
RMCM
238
Reynders McVeigh Capital Management
Massachusetts
$744K – – –
BF
239
BOK Financial
Oklahoma
$738K -$7.64K -42 -1%
BSW
240
Buckingham Strategic Wealth
Missouri
$728K +$38.7K +213 +6%
AIM
241
Acropolis Investment Management
Missouri
$708K +$364 +2 +0.1%
FAIM
242
Financial Advocates Investment Management
Washington
$705K -$9.28K -51 -1%
CBFP
243
Cedar Brook Financial Partners
Ohio
$698K +$14.6K +80 +2%
SPC
244
Sigma Planning Corp
Michigan
$684K +$199K +1,092 +42%
GJIC
245
Gamble Jones Investment Counsel
California
$684K +$213K +1,170 +47%
QCG
246
Quadrant Capital Group
Ohio
$683K – – –
DC
247
Davenport & Co
Virginia
$674K +$658K +3,620 New
AF
248
Allworth Financial
California
$673K -$19.5K -107 -3%
BOH
249
Bank of Hawaii
Hawaii
$644K -$46.4K -255 -7%
TFF
250
The Family Firm
Maryland
$643K +$29.8K +164 +5%
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