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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
351
Advisors Capital Management
New Jersey
$912K +$26.6K +95 +3%
TFF
352
The Family Firm
Maryland
$909K +$559 +2 +0.1%
RMCM
353
Reynders McVeigh Capital Management
Massachusetts
$906K – – –
FLA
354
Financial Life Advisors
Texas
$904K -$93.4K -334 -10%
SWM
355
Spire Wealth Management
Virginia
$901K -$96.8K -346 -10%
AP
356
Advisor Partners
California
$900K +$31.1K +111 +4%
OGF
357
Orin Green Financial
California
$896K +$8.39K +30 +1%
OCPWS
358
One Charles Private Wealth Services
Massachusetts
$884K +$853K +3,051 New
TIA
359
Traphagen Investment Advisors
New Jersey
$870K – – –
CBFP
360
Cedar Brook Financial Partners
Ohio
$870K +$13.1K +47 +2%
BB
361
Busey Bank
Illinois
$862K – – –
FWP
362
Falcon Wealth Planning
California
$860K +$1.96K +7 +0.2%
HA
363
Harborview Advisors
Maine
$859K -$13.4K -48 -2%
FI
364
Financial Insights
Washington
$851K – – –
TAM
365
Townsend Asset Management
North Carolina
$846K +$839 +3 +0.1%
APA
366
American Portfolios Advisors
New York
$839K +$35.5K +127 +5%
LA
367
LexAurum Advisors
Kansas
$839K -$16.8K -60 -2%
TWM
368
Tradition Wealth Management
Minnesota
$827K +$135K +484 +20%
SFPG
369
Stonebridge Financial Planning Group
Florida
$824K +$201K +717 +33%
GP
370
Geneva Partners
Wisconsin
$823K +$12.6K +45 +2%
NAS
371
Nicolet Advisory Services
Wisconsin
$821K – – –
CAG
372
Crestwood Advisors Group
Massachusetts
$820K -$28K -100 -3%
BOH
373
Bank of Hawaii
Hawaii
$820K – – –
CPSC
374
Carl P. Sherr & Co
Massachusetts
$818K -$35K -125 -4%
BC
375
Burney Company
Virginia
$815K -$32.5K -116 -4%
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15
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