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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
401
Signet Financial Management
New Jersey
$1.17M -$322K -1,291 -22%
AWM
402
AE Wealth Management
Kansas
$1.17M -$4.47M -17,907 -79%
UWM
403
USAdvisors Wealth Management
Minnesota
$1.17M -$513K -2,056 -31%
DC
404
Davenport & Co
Virginia
$1.15M +$347K +1,392 +43%
WA
405
Wealth Alliance
New York
$1.15M +$20.5K +82 +2%
SWM
406
Sagace Wealth Management
Florida
$1.15M +$1.1M +4,418 New
MFG
407
MidWestOne Financial Group
Iowa
$1.15M -$65.6K -263 -5%
HP
408
Holistic Planning
Texas
$1.15M -$11.5K -46 -1%
IA
409
IFP Advisors
Florida
$1.14M -$998 -4 -0.1%
PAS
410
Park Avenue Securities
New York
$1.14M +$149K +598 +15%
TC
411
TAP Consulting
Missouri
$1.14M -$6.99K -28 -0.6%
TP
412
Tranquility Partners
Tennessee
$1.14M +$27.2K +109 +2%
WT
413
Whittier Trust
California
$1.13M +$2K +8 +0.2%
CIC
414
Carnegie Investment Counsel
Ohio
$1.11M -$1.59M -6,376 -59%
TCOTS
415
Trust Company of the South
North Carolina
$1.11M – – –
SG
416
StoneX Group
New York
$1.11M +$1.1M +4,414 New
JIC
417
Johnson Investment Counsel
Ohio
$1.1M – – –
GWM
418
Geneos Wealth Management
Colorado
$1.1M -$49.4K -198 -4%
SJGA
419
Stephen J. Garry & Associates
New York
$1.09M -$7.48K -30 -0.7%
HIC
420
Hartline Investment Corp
Illinois
$1.08M +$1.08M +4,331 New
PMFA
421
Plante Moran Financial Advisors
Michigan
$1.08M -$11K -44 -1%
SF
422
Synovus Financial
Georgia
$1.07M -$7.98K -32 -0.7%
HI
423
Harbour Investments
Wisconsin
$1.07M +$124K +499 +13%
JFG
424
Jefferies Financial Group
New York
$1.06M -$34.9K -140 -3%
CA
425
CGN Advisors
Kansas
$1.06M +$43.4K +174 +4%
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17
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