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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
326
Quest Capital Management
Texas
$256K – – –
DA
327
Doliver Advisors
Texas
$254K +$242K +1,411 New
EAM
328
Evanson Asset Management
California
$247K – – –
NAMP
329
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K – – –
PIA
330
Pinion Investment Advisors
Kansas
$243K +$3.61K +21 +2%
MAG
331
Mokosak Advisory Group
Iowa
$234K +$225K +1,308 New
GRP
332
Global Retirement Partners
California
$233K +$9.45K +55 +4%
SWM
333
Segment Wealth Management
Texas
$233K +$222K +1,295 New
SAM
334
Silvercrest Asset Management
New York
$231K +$221K +1,285 New
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$229K – – –
THWM
336
Taylor Hoffman Wealth Management
Virginia
$228K – – –
W
337
Wealthquest
Ohio
$228K – – –
CAM
338
Congress Asset Management
Massachusetts
$226K -$995K -5,792 -82%
PFS
339
Prospera Financial Services
Texas
$225K +$210K +1,223 New
CM
340
Capital Management
Virginia
$225K +$215K +1,250 New
MWM
341
Meridian Wealth Management
Kentucky
$225K +$215K +1,252 New
CCM
342
Coe Capital Management
Illinois
$224K +$214K +1,245 New
JGIA
343
Jackson Grant Investment Advisers
Connecticut
$221K – – –
UR
344
USCA RIA
Texas
$218K +$208K +1,211 New
COI
345
Capital One Investing
Virginia
$216K +$207K +1,204 New
NG
346
Northstar Group
New York
$215K +$206K +1,200 New
TFGT
347
TS Financial Group (TSFG)
Illinois
$214K +$205K +1,193 New
BPWA
348
Beacon Pointe Wealth Advisors
California
$213K +$204K +1,187 New
SF
349
Synovus Financial
Georgia
$212K – – –
DI
350
DFPG Investments
Utah
$208K +$196K +1,140 New
12 13
14
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