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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
401
TritonPoint Partners
Maryland
$2.07M +$1.92M +5,650 New
HP
402
Holistic Planning
Texas
$2.06M +$177K +521 +10%
SWM
403
Sagace Wealth Management
Florida
$2.05M +$15.7K +46 +0.8%
GWMR
404
GC Wealth Management RIA
Massachusetts
$2.05M -$295K -865 -13%
JIC
405
Johnson Investment Counsel
Ohio
$2.05M +$221K +650 +13%
KA
406
Kure Advisory
Minnesota
$2.04M +$488K +1,432 +35%
CFA
407
Cahill Financial Advisors
Minnesota
$2.04M -$20.8K -61 -1%
GFG
408
Genesis Financial Group
New Jersey
$2.02M +$49K +144 +3%
SG
409
Stanich Group
New York
$2.01M +$381K +1,120 +26%
SMA
410
Sage Mountain Advisors
Georgia
$2.01M -$79.7K -234 -4%
JE
411
Jacobs Equity
Utah
$2M -$7.49K -22 -0.4%
CG
412
Caprock Group
Idaho
$1.99M -$155K -455 -8%
MYIA
413
Mount Yale Investment Advisors
Colorado
$1.98M -$1.43M -4,203 -44%
TWA
414
TCI Wealth Advisors
Arizona
$1.97M – – –
SQA
415
Simon Quick Advisors
New Jersey
$1.96M +$1.7K +5 +0.1%
FA
416
Fiduciary Alliance
South Carolina
$1.96M +$37.8K +111 +2%
MFF
417
Michels Family Financial
Texas
$1.95M +$38.8K +114 +2%
CWAG
418
Compton Wealth Advisory Group
Virginia
$1.95M – – –
SCA
419
Snowden Capital Advisors
New York
$1.93M -$35.1K -103 -2%
FJWM
420
Ferguson Johnson Wealth Management
Maryland
$1.93M +$239K +701 +15%
SWA
421
Sax Wealth Advisors
New Jersey
$1.91M +$230K +675 +12%
MF
422
Meridian Financial
Massachusetts
$1.89M -$15.3K -45 -0.9%
BT
423
Banque Transatlantique
France
$1.88M +$1.75M +5,143 New
MWM
424
Meridian Wealth Management
Kentucky
$1.87M +$196K +575 +13%
SPA
425
Sentinel Pension Advisors
Massachusetts
$1.87M -$24.5K -72 -1%
15 16
17
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