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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
CCG Wealth Management
California
$516K – – –
CIC
277
Carnegie Investment Counsel
Ohio
$514K -$19.7K -106 -4%
IWC
278
Integrated Wealth Concepts
Massachusetts
$514K +$7.45K +40 +1%
FCI
279
Financial Counselors Inc
Kansas
$512K +$27.9K +150 +6%
TFA
280
TPG Financial Advisors
Oregon
$510K -$2.79K -15 -0.5%
CFD
281
Creative Financial Designs
Indiana
$507K -$22.3K -120 -4%
FWM
282
Foresight Wealth Management
Utah
$498K -$111K -595 -18%
VDFA
283
Vickerman & Driscoll Financial Advisors
Washington
$498K -$20.5K -110 -4%
SFS
284
Sowell Financial Services
Arkansas
$492K +$504K +2,705 New
EWA
285
EP Wealth Advisors
California
$486K +$20.3K +109 +4%
MWM
286
Mission Wealth Management
California
$483K +$8.38K +45 +2%
KP
287
Keel Point
Alabama
$481K -$374K -2,007 -43%
PAMG
288
Patton Albertson Miller Group
Tennessee
$481K +$92.2K +495 +23%
BB
289
Busey Bank
Illinois
$469K – – –
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$468K – – –
FWP
291
FAS Wealth Partners
Kansas
$462K +$10.8K +58 +2%
JIC
292
Johnson Investment Counsel
Ohio
$458K +$22.7K +122 +5%
PSF
293
Pacific Sun Financial
California
$453K +$1.86K +10 +0.4%
BP
294
Ballentine Partners
Massachusetts
$444K -$19.6K -105 -4%
RWM
295
RKL Wealth Management
Pennsylvania
$433K – – –
TP
296
Tranquility Partners
Tennessee
$423K +$68.5K +368 +19%
HCIA
297
Hochman Cole Investment Advisors
Illinois
$417K -$29.8K -160 -7%
RWA
298
River Wealth Advisors
Pennsylvania
$411K +$13K +70 +3%
CA
299
Cetera Advisors
Colorado
$408K -$837K -4,493 -67%
APA
300
American Portfolios Advisors
New York
$402K -$2.05K -11 -0.5%
10 11
12
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