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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
326
Goepper Burkhardt
South Carolina
$881K +$796K +3,291 New
HA
327
Harborview Advisors
Maine
$874K -$127K -525 -14%
MWA
328
Martel Wealth Advisors
Washington
$873K -$13.1K -54 -2%
CBFP
329
Cedar Brook Financial Partners
Ohio
$868K +$2.18K +9 +0.3%
BWM
330
BCS Wealth Management
Tennessee
$850K – – –
LA
331
LexAurum Advisors
Kansas
$844K -$18.1K -75 -2%
TNB
332
TCF National Bank
South Dakota
$841K +$176K +728 +30%
BC
333
Burney Company
Virginia
$840K -$52.2K -216 -6%
FFN
334
Focus Financial Network
Minnesota
$832K +$752K +3,108 New
IWC
335
Integrated Wealth Concepts
Massachusetts
$831K -$283K -1,171 -27%
RMCM
336
Reynders McVeigh Capital Management
Massachusetts
$830K -$104K -430 -12%
AP
337
Advisor Partners
California
$826K +$747K +3,088 New
WIC
338
Whitegate Investment Counselors
New Hampshire
$823K +$744K +3,075 New
CAG
339
Crestwood Advisors Group
Massachusetts
$822K +$9.67K +40 +1%
CA
340
Cornerstone Advisory
Maryland
$814K +$25.9K +107 +4%
TIA
341
Traphagen Investment Advisors
New Jersey
$804K +$242 +1 +0%
FWP
342
Falcon Wealth Planning
California
$802K +$724K +2,995 New
BB
343
Busey Bank
Illinois
$797K +$120K +497 +20%
ACM
344
Advisors Capital Management
New Jersey
$795K +$719K +2,972 New
CFA
345
Cahill Financial Advisors
Minnesota
$790K +$714K +2,953 New
CPSC
346
Carl P. Sherr & Co
Massachusetts
$789K – – –
CA
347
Cetera Advisors
Colorado
$779K +$17.7K +73 +3%
MWM
348
Mission Wealth Management
California
$767K +$100K +415 +17%
GP
349
Geneva Partners
Wisconsin
$754K +$200K +825 +41%
SWMG
350
Strategic Wealth Management Group
Maryland
$754K +$681K +2,816 New
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