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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
226
US Financial Advisors
Massachusetts
$2.07M -$24.2K -86 -1%
GWM
227
Geneos Wealth Management
Colorado
$2.05M -$47.6K -169 -2%
RRC
228
Relaxing Retirement Coach
Massachusetts
$2.04M -$198K -701 -9%
OCM
229
One Capital Management
California
$2.04M -$60.6K -215 -3%
KCM
230
Kennicott Capital Management
California
$2.03M +$2.09M +7,400 New
ML
231
McAdam LLC
Pennsylvania
$2.03M +$879K +3,119 +73%
AI
232
Atria Investments
North Carolina
$2.02M -$740K -2,626 -26%
HB
233
Homrich & Berg
Georgia
$1.97M +$9.58K +34 +0.5%
ZCM
234
Ziegler Capital Management
Illinois
$1.94M – – –
UWM
235
USAdvisors Wealth Management
Minnesota
$1.91M +$164K +583 +9%
SL
236
Systelligence LLC
Minnesota
$1.9M -$4.79M -17,010 -71%
1WM
237
1900 Wealth Management
Texas
$1.88M -$342K -1,212 -15%
NFG
238
Next Financial Group
Texas
$1.87M +$271K +962 +16%
TC
239
TAP Consulting
Missouri
$1.86M -$1.1M -3,893 -36%
MCM
240
Maryland Capital Management
Maryland
$1.86M +$206K +732 +12%
BP
241
Broadleaf Partners
Ohio
$1.83M -$45.9K -163 -2%
IA
242
IFP Advisors
Florida
$1.82M -$400K -1,420 -18%
SFS
243
Sowell Financial Services
Arkansas
$1.81M +$431K +1,528 +30%
WFPG
244
Waller Financial Planning Group
Ohio
$1.81M -$56.4K -200 -3%
MFIMFI
245
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.8M – – –
PA
246
Pinnacle Associates
New York
$1.77M +$152K +540 +9%
TIAM2
247
Tru Independence Asset Management 2
Oregon
$1.76M +$227K +807 +14%
RJT
248
Raymond James Trust
Florida
$1.75M +$168K +595 +10%
BF
249
BOK Financial
Oklahoma
$1.74M +$52.1K +185 +3%
DT
250
Diversified Trust
Tennessee
$1.74M +$4.79K +17 +0.3%
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