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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
326
Huntington National Bank
Ohio
$63K – – –
VFA
327
Valeo Financial Advisors
Indiana
$63K +$21.4K +136 +53%
CAL
328
Capital Advisors Ltd
Ohio
$59K – – –
OIA
329
OneDigital Investment Advisors
Kansas
$58K +$16.7K +106 +71%
GWM
330
Geneos Wealth Management
Colorado
$57K +$44K +280 +350%
PAI
331
Pittenger & Anderson Inc
Nebraska
$56K – – –
VNA
332
Valley National Advisers
Pennsylvania
$54K – – –
OPWM
333
Oak Point Wealth Management
Michigan
$54K +$53.1K +338 New
WEC
334
Winslow Evans & Crocker
Massachusetts
$53.1K – – –
BAM
335
Barrett Asset Management
New York
$48K – – –
TCOV
336
Trust Company of Vermont
Vermont
$48K – – –
KF
337
Krilogy Financial
Missouri
$47K +$157 +1 +0.3%
SSB
338
Sandy Spring Bank
Maryland
$40K -$6.29K -40 -14%
RFA
339
Reilly Financial Advisors
California
$38K -$8.17K -52 -18%
CCM
340
Covington Capital Management
California
$37K – – –
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K +$2.83K +18 +9%
IWP
342
Icon Wealth Partners
Texas
$37K +$36K +229 New
FGC
343
Financial Gravity Companies
Texas
$36K +$34.1K +217 New
AIM
344
Advantage Investment Management
Iowa
$36K +$35.5K +226 New
CFN
345
Cordasco Financial Network
Florida
$31K – – –
LNB
346
Ledyard National Bank
$30K – – –
SPI
347
Santori & Peters Inc
Pennsylvania
$30K +$30.8K +196 New
ME
348
McIlrath & Eck
Washington
$29K +$28.1K +179 New
JCM
349
Jacobi Capital Management
Pennsylvania
$25K +$19.6K +125 +500%
CB
350
Community Bank
New York
$24K -$4.4K -28 -16%
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14
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