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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
401
Taylor Hoffman Wealth Management
Virginia
$252K – – –
W
402
Wealthquest
Ohio
$252K – – –
FT
403
Fiduciary Trust
Massachusetts
$251K – – –
PFG
404
PAX Financial Group
Texas
$250K +$227K +1,198 New
VCA
405
Verdence Capital Advisors
Maryland
$249K – – –
MWM
406
Meridian Wealth Management
Kentucky
$249K +$379 +2 +0.2%
CM
407
Capital Management
Virginia
$248K – – –
BCA
408
Bay Colony Advisors
Massachusetts
$247K -$190 -1 -0.1%
DI
409
DFPG Investments
Utah
$247K – – –
GT
410
Glenview Trust
Kentucky
$246K +$24.7K +130 +12%
XF
411
XML Financial
Maryland
$245K +$234K +1,231 New
VDFA
412
Vickerman & Driscoll Financial Advisors
Washington
$243K -$287K -1,511 -55%
PCA
413
Personal Capital Advisors
California
$242K +$231K +1,220 New
UR
414
USCA RIA
Texas
$241K – – –
RC
415
Rovin Capital
Arizona
$241K +$231K +1,215 New
NWP
416
Northstar Wealth Partners
Connecticut
$239K +$3.42K +18 +2%
RT
417
Rockland Trust
Massachusetts
$236K -$15.6K -82 -6%
JGIA
418
Jackson Grant Investment Advisers
Connecticut
$235K +$379 +2 +0.2%
BAM
419
Belpointe Asset Management
Nevada
$235K +$86.9K +458 +63%
W
420
WealthOne
New York
$233K +$8.16K +43 +4%
PBF
421
Petix & Botte Financial
California
$232K +$221K +1,167 New
MAG
422
Mokosak Advisory Group
Iowa
$231K -$28.7K -151 -12%
AWM
423
Altium Wealth Management
New York
$228K – – –
DWT
424
Dorsey & Whitney Trust
South Dakota
$228K – – –
VNA
425
Valley National Advisers
Pennsylvania
$226K -$18K -95 -8%
15 16
17
18 19