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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$2.22M +$291K +1,016 +4%
OIA
227
OneDigital Investment Advisors
Kansas
$2.21M +$426K +1,488 +23%
AWM
228
Apollon Wealth Management
South Carolina
$2.21M +$74.7K +261 +3%
OCG
229
Opus Capital Group
Ohio
$2.19M -$171K -599 -7%
BCM
230
BTC Capital Management
Iowa
$2.19M -$17.7K -62 -0.8%
SQA
231
Simon Quick Advisors
New Jersey
$2.15M +$1.15K +4 +0.1%
SCM
232
Southport Capital Management
Tennessee
$2.14M -$193K -675 -8%
HCA
233
Harbour Capital Advisors
Virginia
$2.14M -$21.5K -75 -1%
RRC
234
Relaxing Retirement Coach
Massachusetts
$2.08M – – –
UWM
235
USAdvisors Wealth Management
Minnesota
$1.95M +$32.1K +112 +2%
PAG
236
Private Advisory Group
Washington
$1.95M +$1.02M +3,549 +105%
WPWM
237
Windward Private Wealth Management
Kansas
$1.94M -$439K -1,532 -18%
KCM
238
Kennicott Capital Management
California
$1.94M -$53.2K -186 -3%
PA
239
Pinnacle Associates
New York
$1.86M +$41.8K +146 +2%
BP
240
Broadleaf Partners
Ohio
$1.85M +$34.4K +120 +2%
WP
241
WealthPLAN Partners
Nebraska
$1.84M +$826K +2,885 +79%
FMBTD
242
First Midwest Bank Trust Division
Illinois
$1.84M – – –
DT
243
Diversified Trust
Tennessee
$1.84M +$71K +248 +4%
WANY
244
Wealthspire Advisors (New York)
New York
$1.84M +$1.12M +3,904 +147%
PFA
245
Professional Financial Advisors
Nebraska
$1.83M +$71.6K +250 +4%
APP
246
Avantax Planning Partners
Iowa
$1.82M +$1.86M +6,502 New
RPSA
247
Richard P. Slaughter Associates
Texas
$1.79M +$359K +1,255 +24%
WFPG
248
Waller Financial Planning Group
Ohio
$1.79M – – –
JIC
249
Joel Isaacson & Co
New York
$1.76M -$15.2K -53 -0.8%
WFA
250
Wipfli Financial Advisors
Wisconsin
$1.76M -$479K -1,673 -21%
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