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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
351
Meridian Financial
Massachusetts
$1.48M -$23.9K -96 -2%
HNB
352
Hilltop National Bank
Wyoming
$1.48M +$412K +1,651 +39%
KWM
353
Kingsview Wealth Management
Oregon
$1.48M +$202K +809 +16%
CPRC
354
Consolidated Portfolio Review Corp
New York
$1.46M +$73.3K +294 +5%
SAM
355
Smithbridge Asset Management
Pennsylvania
$1.45M +$3.24K +13 +0.2%
PCA
356
Prosperity Capital Advisors
Ohio
$1.45M +$311K +1,247 +27%
MCM
357
MAI Capital Management
Ohio
$1.45M +$30.4K +122 +2%
VWA
358
Visionary Wealth Advisors
Illinois
$1.44M +$264K +1,057 +23%
SMA
359
Sage Mountain Advisors
Georgia
$1.44M – – –
R
360
Rebalance
California
$1.43M – – –
AWM
361
Accel Wealth Management
Iowa
$1.42M +$127K +508 +10%
BAM
362
Belpointe Asset Management
Nevada
$1.42M -$27.9K -112 -2%
FCA
363
Fortis Capital Advisors
Kansas
$1.42M -$27.9K -112 -2%
HB
364
Horizon Bancorp
Indiana
$1.42M -$334K -1,337 -19%
JWCA
365
J.W. Cole Advisors
Florida
$1.41M -$49.9K -200 -3%
SPA
366
Sentinel Pension Advisors
Massachusetts
$1.41M +$24.7K +99 +2%
WRPWM
367
Werba Rubin Papier Wealth Management
California
$1.41M +$480K +1,923 +52%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$1.4M +$103K +414 +8%
IWM
369
IHT Wealth Management
Illinois
$1.39M -$230K -922 -14%
PA
370
Pinnacle Associates
New York
$1.38M +$126K +505 +10%
OCPWS
371
One Charles Private Wealth Services
Massachusetts
$1.37M +$27.4K +110 +2%
OCG
372
Opus Capital Group
Ohio
$1.36M – – –
TDWM
373
Topel & Distasi Wealth Management
California
$1.36M – – –
AL
374
Aspiriant LLC
California
$1.36M +$44.9K +180 +3%
MSF
375
Mustard Seed Financial
Arkansas
$1.35M +$74.1K +297 +6%
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