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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
301
Mount Yale Investment Advisors
Colorado
$2.9M +$2.75M +8,760 +1,032%
SFA
302
Sequoia Financial Advisors
Ohio
$2.9M -$212K -673 -7%
MC
303
Matisse Capital
Oregon
$2.89M – – –
SA
304
Sovran Advisors
California
$2.88M +$138K +439 +5%
VAS
305
Vestmark Advisory Solutions
Massachusetts
$2.87M +$2.71M +8,635 +1,017%
CWM
306
Cranbrook Wealth Management
Michigan
$2.85M -$145K -462 -5%
RF
307
rebel Financial
Ohio
$2.85M -$101K -321 -3%
EWS
308
Evergreen Wealth Solutions
Pennsylvania
$2.82M +$2.93M +9,327 New
DI
309
Disciplined Investments
Oklahoma
$2.82M +$34.9K +111 +1%
FWP
310
FAS Wealth Partners
Kansas
$2.79M +$31.4K +100 +1%
HNB
311
Huntington National Bank
Ohio
$2.76M – – –
TPI
312
Trust Point Inc
Wisconsin
$2.76M -$57.5K -183 -2%
SWA
313
SOA Wealth Advisors
New York
$2.73M -$129K -410 -4%
HWMC
314
Heritage Wealth Management (California)
California
$2.72M +$248K +789 +10%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$2.7M +$493K +1,568 +21%
SWGC
316
Summit Wealth Group (Colorado)
Colorado
$2.69M +$590K +1,876 +27%
NFW
317
Noble Family Wealth
Florida
$2.68M -$34.6K -110 -1%
TNBTD
318
Trustmark National Bank Trust Department
Mississippi
$2.67M -$355K -1,129 -11%
PCIA
319
Prime Capital Investment Advisors
Kansas
$2.66M -$119K -380 -4%
CAWM
320
Capital Advisors Wealth Management
Washington
$2.66M -$84.2K -268 -3%
PFA
321
Pillar Financial Advisors
Kentucky
$2.66M -$83.6K -266 -3%
HI
322
Harper Investing
California
$2.63M +$2.74M +8,710 New
VNA
323
Valley National Advisers
Pennsylvania
$2.63M -$44K -140 -2%
CIA
324
Concurrent Investment Advisors
Florida
$2.61M +$81.7K +260 +3%
MAMG
325
Milestone Asset Management Group
Connecticut
$2.6M +$29.5K +94 +1%
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