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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
V
326
Veritable
Delaware
$1.3M -$557K -2,560 -31%
FWP
327
Falcon Wealth Planning
California
$1.3M -$45.3K -208 -4%
SPA
328
Sentinel Pension Advisors
Massachusetts
$1.29M -$2.83K -13 -0.2%
ACM
329
Advisors Capital Management
New Jersey
$1.29M -$66.1K -304 -5%
AWM
330
Aspire Wealth Management
Massachusetts
$1.29M +$13.9K +64 +1%
OCG
331
Opus Capital Group
Ohio
$1.29M -$15.7K -72 -1%
API
332
Advisor Partners II
California
$1.29M +$19.4K +89 +2%
WB
333
WesBanco Bank
West Virginia
$1.28M +$28.9K +133 +2%
JFG
334
Jefferies Financial Group
New York
$1.26M +$412K +1,896 +53%
TWA
335
TCI Wealth Advisors
Arizona
$1.25M +$7.83K +36 +0.7%
TDWM
336
Topel & Distasi Wealth Management
California
$1.25M – – –
CWAG
337
Compton Wealth Advisory Group
Virginia
$1.25M – – –
KWM
338
Kingsview Wealth Management
Oregon
$1.23M +$109K +503 +10%
SF
339
Summit Financial
New Jersey
$1.22M +$77.9K +358 +7%
AT
340
American Trust
Kentucky
$1.21M +$627K +2,881 +121%
DB
341
Dravo Bay
Delaware
$1.2M -$21.1K -97 -2%
KCM
342
Kennicott Capital Management
California
$1.19M +$2.25M +10,356 +200%
PFS
343
Prospera Financial Services
Texas
$1.19M +$4.35K +20 +0.4%
DI
344
DFPG Investments
Utah
$1.19M +$531K +2,443 +97%
OCPWS
345
One Charles Private Wealth Services
Massachusetts
$1.18M +$13.7K +63 +1%
CSPIA
346
Cary Street Partners Investment Advisory
Virginia
$1.18M +$282K +1,297 +34%
CA
347
Cornerstone Advisory
Maryland
$1.17M -$21.8K -100 -2%
TCWA
348
Ten Capital Wealth Advisors
Washington
$1.16M -$47.2K -217 -4%
MA
349
MONECO Advisors
Connecticut
$1.15M +$22.2K +102 +2%
AL
350
Aspiriant LLC
California
$1.15M -$75.9K -349 -7%
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