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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
276
J.W. Cole Advisors
Florida
$4.15M +$3.87M +11,360 New
BWFA
277
Baltimore-Washington Financial Advisors
Maryland
$4.12M +$914K +2,683 +31%
CIA
278
Covington Investment Advisors
Pennsylvania
$4.11M -$134K -393 -3%
CW
279
CreativeOne Wealth
Kansas
$4.09M +$2.72M +7,987 +249%
DWM
280
DeLarme Wealth Management
California
$4.02M -$110K -322 -3%
PFWA
281
Paces Ferry Wealth Advisors
Georgia
$3.99M +$47.7K +140 +1%
AA
282
Aire Advisors
California
$3.99M -$59.6K -175 -2%
MT
283
Midwest Trust
Kansas
$3.98M -$81.4K -239 -2%
ABC
284
Anchor Bay Capital
California
$3.98M +$3.77M +11,078 New
GTWM
285
Global Trust Wealth Management
Florida
$3.87M +$252K +741 +8%
AFTS
286
American Financial & Tax Strategies
New York
$3.87M -$5.79K -17 -0.2%
RA
287
Riversedge Advisors
Delaware
$3.87M -$38.1K -112 -1%
IWC
288
Infinity Wealth Counsel
Ohio
$3.84M +$125K +367 +4%
MCWS
289
McKinley Carter Wealth Services
West Virginia
$3.82M -$12.3K -36 -0.3%
TFA
290
Transamerica Financial Advisors
Florida
$3.82M -$709K -2,082 -17%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$3.82M +$674K +1,980 +23%
FWP
292
Falcon Wealth Planning
California
$3.82M -$59.6K -175 -2%
CWM
293
Connecticut Wealth Management
Connecticut
$3.82M -$59.6K -175 -2%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$3.8M +$247K +724 +7%
SWM
295
SilverOak Wealth Management
Minnesota
$3.76M – – –
MCA
296
MSH Capital Advisors
Arizona
$3.75M -$94.4K -277 -3%
AC
297
Apella Capital
Connecticut
$3.74M -$109K -321 -3%
FFA
298
Farther Finance Advisors
California
$3.71M +$642K +1,885 +23%
CFFP
299
Center for Financial Planning
Michigan
$3.69M -$142K -417 -4%
AFO
300
Aurelius Family Office
New Hampshire
$3.69M -$125K -367 -4%
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