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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
301
Whitegate Investment Counselors
New Hampshire
$1.3M -$266K -1,302 -17%
KC
302
Kades & Cheifetz
Pennsylvania
$1.29M +$1.32M +6,455 New
BWP
303
BSW Wealth Partners
Colorado
$1.28M +$1.31M +6,399 New
WDL
304
Well Done LLC
Michigan
$1.28M +$1.31M +6,397 New
CA
305
Cornerstone Advisory
Maryland
$1.27M -$241K -1,176 -16%
MBTD
306
Mechanics Bank - Trust Department
California
$1.27M +$665K +3,253 +105%
SAM
307
Stone Asset Management
Texas
$1.25M -$31.9K -156 -2%
WPWM
308
Windward Private Wealth Management
Kansas
$1.25M -$47K -230 -4%
UWM
309
USAdvisors Wealth Management
Minnesota
$1.24M +$109K +535 +10%
PWM
310
Perigon Wealth Management
California
$1.22M +$39.7K +194 +3%
TC
311
Titleist Capital
Texas
$1.22M +$94.1K +460 +8%
SAM
312
Smithbridge Asset Management
Pennsylvania
$1.21M -$6.34K -31 -0.5%
FWP
313
Falcon Wealth Planning
California
$1.21M +$254K +1,241 +26%
GB
314
Goepper Burkhardt
South Carolina
$1.19M -$29.5K -144 -2%
BC
315
Burleson & Co
California
$1.18M – – –
FAIM
316
Financial Advocates Investment Management
Washington
$1.18M -$130K -636 -10%
NFC
317
Northeast Financial Consultants
Connecticut
$1.18M -$101K -492 -8%
WS
318
Wedbush Securities
California
$1.17M +$416K +2,032 +53%
R
319
Rebalance
California
$1.17M +$1.19M +5,837 New
LC
320
Lindbrook Capital
California
$1.16M -$22.5K -110 -2%
CIA
321
Covington Investment Advisors
Pennsylvania
$1.15M +$111K +545 +11%
OCG
322
Opus Capital Group
Ohio
$1.15M -$48.1K -235 -4%
LA
323
LexAurum Advisors
Kansas
$1.13M +$48.5K +237 +4%
TWM
324
Tradition Wealth Management
Minnesota
$1.13M +$141K +691 +14%
WB
325
WesBanco Bank
West Virginia
$1.12M -$69.5K -340 -6%
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