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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
Wealth Alliance
New York
$796K +$37.6K +174 +5%
JFG
402
Jefferies Financial Group
New York
$777K +$96.2K +445 +14%
RIM
403
Rockbridge Investment Management
New York
$777K -$114K -528 -13%
FIBT
404
First International Bank & Trust
North Dakota
$776K -$9.73K -45 -1%
TP
405
Tranquility Partners
Tennessee
$772K +$35.7K +165 +5%
JIC
406
Johnson Investment Counsel
Ohio
$769K -$3.24K -15 -0.4%
GWM
407
Geneos Wealth Management
Colorado
$762K +$160K +741 +27%
EFL
408
ERn Financial LLC
Wisconsin
$758K -$3.24K -15 -0.4%
CBFP
409
Cedar Brook Financial Partners
Ohio
$755K +$23.6K +109 +3%
WFPG
410
Waller Financial Planning Group
Ohio
$753K -$131K -605 -15%
SLT
411
St Louis Trust
Missouri
$733K -$47.8K -221 -6%
GFP
412
Gryphon Financial Partners
Ohio
$729K +$7.57K +35 +1%
MWM
413
Mission Wealth Management
California
$729K +$3.46K +16 +0.5%
IAG
414
Investmark Advisory Group
Connecticut
$722K +$106K +489 +17%
PMG
415
ProVise Management Group
Florida
$715K +$1.51K +7 +0.2%
QCG
416
Quadrant Capital Group
Ohio
$710K +$43.2K +200 +6%
WEG
417
World Equity Group
Illinois
$709K +$1.87M +8,639 +519%
NAS
418
Nicolet Advisory Services
Wisconsin
$699K – – –
CAG
419
Crestwood Advisors Group
Massachusetts
$691K +$37.8K +175 +6%
EWM
420
Evermay Wealth Management
Virginia
$690K -$8K -37 -1%
AWA
421
Arete Wealth Advisors
Illinois
$672K -$8.86K -41 -1%
BWM
422
BCS Wealth Management
Tennessee
$670K +$14.9K +69 +2%
SIC
423
Shoker Investment Counsel
Ohio
$665K -$22K -102 -3%
IPW
424
Intergy Private Wealth
Colorado
$660K +$41.1K +190 +7%
BFAG
425
Blackston Financial Advisory Group
Florida
$651K -$204K -943 -24%
15 16
17
18 19