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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
351
Taylor Hoffman Wealth Management
Virginia
$231K – – –
W
352
Wealthquest
Ohio
$231K – – –
FT
353
Fiduciary Trust
Massachusetts
$230K -$29.8K -160 -11%
WLIM
354
White Lighthouse Investment Management
Massachusetts
$230K +$236K +1,266 New
CCA
355
Checchi Capital Advisers
California
$228K -$40K -215 -15%
CM
356
Capital Management
Virginia
$228K – – –
MWM
357
Meridian Wealth Management
Kentucky
$228K +$372 +2 +0.2%
VCA
358
Verdence Capital Advisors
Maryland
$228K +$234K +1,254 New
CCM
359
Coe Capital Management
Illinois
$227K – – –
RT
360
Rockland Trust
Massachusetts
$227K +$236K +1,266 New
FIM
361
Frontier Investment Management
Texas
$224K +$24K +129 +12%
VNA
362
Valley National Advisers
Pennsylvania
$224K +$139K +745 +153%
SIA
363
Strategic Investment Advisors
Michigan
$222K +$2.79K +15 +1%
SMC
364
Smith, Moore & Co
Missouri
$222K +$18.3K +98 +9%
UR
365
USCA RIA
Texas
$220K – – –
KWM
366
Kingsview Wealth Management
Oregon
$220K +$225K +1,206 New
BCA
367
Bay Colony Advisors
Massachusetts
$219K +$10.1K +54 +5%
NWP
368
Northstar Wealth Partners
Connecticut
$216K +$5.03K +27 +2%
JGIA
369
Jackson Grant Investment Advisers
Connecticut
$215K +$559 +3 +0.3%
SF
370
Synovus Financial
Georgia
$215K +$559 +3 +0.3%
DI
371
DFPG Investments
Utah
$215K +$13K +70 +6%
PCS
372
Personal CFO Solutions
New Jersey
$213K +$218K +1,168 New
AWM
373
Altium Wealth Management
New York
$209K +$8.01K +43 +4%
DWT
374
Dorsey & Whitney Trust
South Dakota
$209K +$214K +1,148 New
TNB
375
TCF National Bank
South Dakota
$207K +$212K +1,138 New
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