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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$2.05M -$47.6K -169 -2%
RRC
227
Relaxing Retirement Coach
Massachusetts
$2.04M -$198K -701 -9%
OCM
228
One Capital Management
California
$2.04M -$60.6K -215 -3%
KCM
229
Kennicott Capital Management
California
$2.03M +$2.09M +7,400 New
ML
230
McAdam LLC
Pennsylvania
$2.03M +$879K +3,119 +73%
AI
231
Atria Investments
North Carolina
$2.02M -$740K -2,626 -26%
HB
232
Homrich & Berg
Georgia
$1.97M +$9.58K +34 +0.5%
ZCM
233
Ziegler Capital Management
Illinois
$1.94M – – –
UWM
234
USAdvisors Wealth Management
Minnesota
$1.91M +$164K +583 +9%
SL
235
Systelligence LLC
Minnesota
$1.9M -$4.79M -17,010 -71%
NFG
236
Next Financial Group
Texas
$1.87M +$271K +962 +16%
TC
237
TAP Consulting
Missouri
$1.86M -$1.1M -3,893 -36%
MCM
238
Maryland Capital Management
Maryland
$1.86M +$206K +732 +12%
BP
239
Broadleaf Partners
Ohio
$1.83M -$45.9K -163 -2%
IA
240
IFP Advisors
Florida
$1.82M -$400K -1,420 -18%
SFS
241
Sowell Financial Services
Arkansas
$1.81M +$431K +1,528 +30%
WFPG
242
Waller Financial Planning Group
Ohio
$1.81M -$56.4K -200 -3%
MFIMFI
243
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.8M – – –
PA
244
Pinnacle Associates
New York
$1.77M +$152K +540 +9%
TIAM2
245
Tru Independence Asset Management 2
Oregon
$1.76M +$227K +807 +14%
RJT
246
Raymond James Trust
Florida
$1.75M +$168K +595 +10%
BF
247
BOK Financial
Oklahoma
$1.74M +$52.1K +185 +3%
DT
248
Diversified Trust
Tennessee
$1.74M +$4.79K +17 +0.3%
OC
249
Oppenheimer & Co
New York
$1.73M -$436K -1,547 -20%
JIC
250
Joel Isaacson & Co
New York
$1.73M -$14.9K -53 -0.8%
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