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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
326
Riversedge Advisors
Delaware
$1.06M +$1.08M +3,779 New
FFG
327
Fullen Financial Group
Ohio
$1.05M +$286 +1 +0%
SIC
328
Shoker Investment Counsel
Ohio
$1.04M – – –
MFG
329
Magnus Financial Group
New York
$1.04M +$12.3K +43 +1%
PD
330
Planning Directions
Pennsylvania
$1.02M +$67.6K +236 +7%
TC
331
Trust Company
Kansas
$1.01M +$1.03M +3,615 New
SPC
332
Sigma Planning Corp
Michigan
$1.01M +$5.15K +18 +0.5%
DI
333
DAGCO Inc
Ohio
$1.01M +$119K +415 +13%
IWC
334
Integrated Wealth Concepts
Massachusetts
$1M -$99.3K -347 -9%
TRCT
335
Tower Research Capital (TRC)
New York
$993K +$697K +2,435 +219%
CTFG
336
Capstone Triton Financial Group
Oklahoma
$983K -$231K -807 -20%
TPCW
337
TD Private Client Wealth
New York
$965K -$210K -735 -18%
TWM
338
Tradition Wealth Management
Minnesota
$958K +$162K +565 +20%
CG
339
Caprock Group
Idaho
$957K +$573 +2 +0.1%
CAG
340
Csenge Advisory Group
Florida
$942K -$16K -56 -2%
ACM
341
Advisors Capital Management
New Jersey
$938K +$57K +199 +6%
AF
342
Allworth Financial
California
$936K +$392K +1,371 +70%
IFG
343
Independent Financial Group
California
$931K -$10K -35 -1%
KF
344
Krilogy Financial
Missouri
$930K +$5.44K +19 +0.6%
PCIA
345
Prime Capital Investment Advisors
Kansas
$919K +$312K +1,089 +50%
MWA
346
Martel Wealth Advisors
Washington
$908K +$4.29K +15 +0.5%
TFF
347
The Family Firm
Maryland
$906K -$9.73K -34 -1%
TAM
348
Townsend Asset Management
North Carolina
$894K +$77.6K +271 +9%
FUBT
349
First United Bank & Trust
Maryland
$893K -$225K -785 -20%
FLA
350
Financial Life Advisors
Texas
$876K +$1.72K +6 +0.2%
12 13
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