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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
376
Mutual Advisors
Nebraska
$719K -$350K -1,629 -31%
PFA
377
Professional Financial Advisors
Nebraska
$712K -$7.3K -34 -0.9%
JIC
378
Johnson Investment Counsel
Ohio
$710K -$15.7K -73 -2%
OFS
379
OneAscent Financial Services
Alabama
$702K -$96.8K -451 -11%
OWP
380
Obermeyer Wealth Partners
Colorado
$702K – – –
CWMGP
381
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$695K -$7.3K -34 -0.9%
OCM
382
One Capital Management
California
$693K -$16.1K -75 -2%
BFA
383
Beacon Financial Advisory
Ohio
$689K -$43.4K -202 -8%
WA
384
Wambolt & Associates
Colorado
$688K -$589K -2,744 -44%
FIBT
385
First International Bank & Trust
North Dakota
$685K – – –
TP
386
Tranquility Partners
Tennessee
$683K -$35.4K -165 -5%
EFL
387
ERn Financial LLC
Wisconsin
$681K +$25.3K +118 +3%
AF
388
Allworth Financial
California
$679K +$124K +580 +20%
SHGA
389
Sand Hill Global Advisors
California
$677K -$15.5M -72,078 -95%
EWM
390
Evermay Wealth Management
Virginia
$663K -$23.6K -110 -3%
MCM
391
MAI Capital Management
Ohio
$660K +$48.7K +227 +7%
WA
392
Wealth Alliance
New York
$650K +$106K +492 +17%
NAS
393
Nicolet Advisory Services
Wisconsin
$650K +$120K +561 +20%
AWA
394
Amplius Wealth Advisors
Pennsylvania
$643K -$12M -55,828 -94%
1WM
395
1900 Wealth Management
Texas
$643K +$129K +602 +22%
RA
396
Riversedge Advisors
Delaware
$642K -$400K -1,863 -36%
CBFP
397
Cedar Brook Financial Partners
Ohio
$641K -$7.08K -33 -1%
5L
398
55I LLC
Massachusetts
$638K +$249K +1,159 +55%
SLT
399
St Louis Trust
Missouri
$637K -$264K -1,230 -34%
IWC
400
Integrated Wealth Concepts
Massachusetts
$631K -$28.8K -134 -4%
14 15
16
17 18