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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
FIBT
401
First International Bank & Trust
North Dakota
$729K +$24.8K +121 +3%
SLT
402
St Louis Trust
Missouri
$724K +$252K +1,230 +52%
OWP
403
Obermeyer Wealth Partners
Colorado
$722K – – –
JIC
404
Johnson Investment Counsel
Ohio
$715K -$14.9K -73 -2%
PFG
405
Pinnacle Financial Group
Illinois
$709K +$724K +3,538 New
EFL
406
ERn Financial LLC
Wisconsin
$706K +$5.73K +28 +0.8%
WA
407
Wealth Alliance
New York
$703K +$35.8K +175 +5%
NAS
408
Nicolet Advisory Services
Wisconsin
$701K +$205 +1 +0%
PFA
409
Professional Financial Advisors
Nebraska
$695K -$36.8K -180 -5%
WA
410
Wambolt & Associates
Colorado
$692K -$15.3K -75 -2%
OCM
411
One Capital Management
California
$687K -$26.2K -128 -4%
TP
412
Tranquility Partners
Tennessee
$682K -$19.8K -97 -3%
CBFP
413
Cedar Brook Financial Partners
Ohio
$677K +$19.2K +94 +3%
BTWM
414
Baker Tilly Wealth Management
Wisconsin
$677K +$390K +1,907 +130%
MWM
415
Mission Wealth Management
California
$672K +$65K +318 +10%
GFP
416
Gryphon Financial Partners
Ohio
$669K -$72.2K -353 -10%
AF
417
Allworth Financial
California
$667K -$31.5K -154 -4%
PMG
418
ProVise Management Group
Florida
$661K -$98.2K -480 -13%
MAWA
419
Moss Adams Wealth Advisors
Washington
$660K +$674K +3,293 New
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$659K +$50.1K +245 +8%
TCA
421
Transcend Capital Advisors
New Jersey
$656K +$228K +1,116 +52%
OC
422
Oppenheimer & Co
New York
$653K +$222K +1,084 +50%
HSA
423
HBK Sorce Advisory
Pennsylvania
$647K +$660K +3,228 New
EWM
424
Evermay Wealth Management
Virginia
$647K -$35.8K -175 -5%
SIC
425
Shoker Investment Counsel
Ohio
$637K +$3.07K +15 +0.5%
15 16
17
18 19