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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
326
Carnegie Investment Counsel
Ohio
$1.03M +$495K +1,755 +89%
TNB
327
TCF National Bank
South Dakota
$1.02M +$163K +577 +18%
TI
328
tru Independence
Oregon
$997K +$1.02M +3,628 New
OWP
329
Obermeyer Wealth Partners
Colorado
$989K -$17.2K -61 -2%
CA
330
Cetera Advisors
Colorado
$985K +$190K +674 +23%
CG
331
Caprock Group
Idaho
$967K -$96.4K -342 -9%
DC
332
Davenport & Co
Virginia
$963K +$56.7K +201 +6%
SFP
333
Sterling Financial Planning
New Jersey
$961K +$376K +1,333 +61%
SF
334
Summit Financial
New Jersey
$960K -$14.4K -51 -1%
QCG
335
Quadrant Capital Group
Ohio
$957K – – –
FLA
336
Financial Life Advisors
Texas
$949K -$154K -546 -14%
OCM
337
Orser Capital Management
Texas
$948K +$973K +3,451 New
WS
338
Wedbush Securities
California
$934K +$184K +654 +24%
CAG
339
Csenge Advisory Group
Florida
$913K -$47.9K -170 -5%
WP
340
WealthPLAN Partners
Nebraska
$907K +$564 +2 +0.1%
PD
341
Planning Directions
Pennsylvania
$904K -$36.4K -129 -4%
SWMG
342
Strategic Wealth Management Group
Maryland
$904K +$134K +475 +17%
IWC
343
Integrated Wealth Concepts
Massachusetts
$903K +$51.6K +183 +6%
SF
344
Synovus Financial
Georgia
$875K -$62K -220 -6%
BWM
345
BCS Wealth Management
Tennessee
$872K – – –
TFF
346
The Family Firm
Maryland
$861K +$282 +1 +0%
MWA
347
Martel Wealth Advisors
Washington
$861K -$36.4K -129 -4%
RMCM
348
Reynders McVeigh Capital Management
Massachusetts
$858K +$7.05K +25 +0.8%
WIC
349
Whitegate Investment Counselors
New Hampshire
$848K +$3.1K +11 +0.4%
OGF
350
Orin Green Financial
California
$841K -$231K -821 -21%
12 13
14
15 16