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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
401
Aspiriant LLC
California
$1.53M +$7.35K +26 +0.5%
TWA
402
TCI Wealth Advisors
Arizona
$1.51M – – –
CFSG
403
Clark Financial Services Group
Missouri
$1.51M +$1.53M +5,408 New
CWAG
404
Compton Wealth Advisory Group
Virginia
$1.51M – – –
HIA
405
Harbor Investment Advisory
Maryland
$1.5M +$626K +2,215 +70%
UB
406
UMB Bank
Missouri
$1.5M -$61.1K -216 -4%
PFG
407
Pinnacle Financial Group
Illinois
$1.49M -$6.22K -22 -0.4%
SG
408
Stanich Group
New York
$1.45M +$1.47M +5,192 New
GCM
409
Geneva Capital Management
Wisconsin
$1.44M +$1.46M +5,157 New
AWM
410
AE Wealth Management
Kansas
$1.44M +$91K +322 +7%
1IA
411
1834 Investment Advisors
Wisconsin
$1.43M -$124K -438 -8%
WA
412
Wealth Alliance
New York
$1.42M +$22.6K +80 +2%
PCG
413
Prosperity Consulting Group
Maryland
$1.42M +$848 +3 +0.1%
OCG
414
Opus Capital Group
Ohio
$1.41M -$48.1K -170 -3%
TPW
415
Transatlantique Private Wealth
New York
$1.41M +$86.5K +306 +6%
KWA
416
Kingswood Wealth Advisors
California
$1.4M -$308K -1,091 -18%
SPA
417
Sentinel Pension Advisors
Massachusetts
$1.39M -$157K -554 -10%
GB
418
Goepper Burkhardt
South Carolina
$1.39M -$185K -655 -12%
NFC
419
Northeast Financial Consultants
Connecticut
$1.39M – – –
TP
420
Tranquility Partners
Tennessee
$1.39M +$39K +138 +3%
CFA
421
Cahill Financial Advisors
Minnesota
$1.38M +$678K +2,397 +94%
IA
422
IFP Advisors
Florida
$1.38M +$54.6K +193 +4%
CWA
423
Cascade Wealth Advisors
Washington
$1.37M -$483K -1,710 -26%
LFAS
424
Level Four Advisory Services
Texas
$1.35M -$32.2K -114 -2%
HP
425
Holistic Planning
Texas
$1.35M -$36.5K -129 -3%
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