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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
276
Nicolet Advisory Services
Wisconsin
$469K -$199K -1,072 -26%
FC
277
Fusion Capital
South Carolina
$465K -$148K -797 -20%
BOH
278
Bank of Hawaii
Hawaii
$462K -$71.5K -385 -11%
MWA
279
Martel Wealth Advisors
Washington
$461K -$3.9K -21 -0.7%
CWC
280
Carolinas Wealth Consulting
North Carolina
$458K +$490K +2,641 +635%
IA
281
IFP Advisors
Florida
$453K +$2.04K +11 +0.4%
BWM
282
BCS Wealth Management
Tennessee
$447K – – –
GJIC
283
Gamble Jones Investment Counsel
California
$446K -$336K -1,810 -38%
APP
284
Avantax Planning Partners
Iowa
$440K -$20.8K -112 -4%
MFS
285
McNamara Financial Services
Massachusetts
$438K -$10.4K -56 -2%
CFG
286
Capstone Financial Group
Oklahoma
$437K +$396K +2,133 +276%
LA
287
LexAurum Advisors
Kansas
$432K +$262K +1,410 +96%
VWM
288
Valley Wealth Managers
New Jersey
$419K +$80K +431 +18%
SFPG
289
Stonebridge Financial Planning Group
Florida
$410K -$251K -1,354 -34%
TAM
290
Townsend Asset Management
North Carolina
$402K +$62.2K +335 +14%
CS
291
Capital Square
Tennessee
$398K +$10.2K +55 +2%
RPWA
292
Regent Peak Wealth Advisors
Georgia
$397K -$96.1K -518 -16%
PAMG
293
Patton Albertson Miller Group
Tennessee
$395K – – –
PJB
294
Paul John Balson
California
$389K +$481K +2,591 New
CIC
295
Carnegie Investment Counsel
Ohio
$386K -$7.98K -43 -2%
HWA
296
Heartwood Wealth Advisors
Virginia
$385K – – –
WLIM
297
White Lighthouse Investment Management
Massachusetts
$385K +$161K +865 +51%
DSN
298
D. Scott Neal
Kentucky
$382K +$13.7K +74 +3%
CCA
299
Clearwater Capital Advisors
Illinois
$381K -$28.6K -154 -6%
TFA
300
TPG Financial Advisors
Oregon
$375K -$58.1K -313 -11%
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