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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
401
Kingswood Wealth Advisors
California
$1.32M +$63.7K +230 +5%
TP
402
Tranquility Partners
Tennessee
$1.3M +$75.4K +272 +6%
AWM
403
AE Wealth Management
Kansas
$1.3M +$5.82K +21 +0.4%
CFA
404
Cahill Financial Advisors
Minnesota
$1.3M +$60.7K +219 +4%
SHGA
405
Sand Hill Global Advisors
California
$1.29M +$909K +3,279 +179%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$1.28M -$702K -2,534 -33%
1IA
407
1834 Investment Advisors
Wisconsin
$1.25M -$36K -130 -3%
AL
408
Aspiriant LLC
California
$1.25M -$132K -476 -9%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$1.25M -$379K -1,367 -22%
CAG
410
Csenge Advisory Group
Florida
$1.24M -$168K -607 -10%
YIH
411
Y-Intercept (HK)
Hong Kong
$1.24M -$1.47M -5,309 -52%
WIC
412
Whitegate Investment Counselors
New Hampshire
$1.23M +$29.6K +107 +2%
OCG
413
Opus Capital Group
Ohio
$1.22M -$51K -184 -4%
HP
414
Holistic Planning
Texas
$1.22M +$10.3K +37 +0.8%
CCB
415
Country Club Bank
Missouri
$1.22M +$554 +2 +0%
TFA
416
Tobias Financial Advisors
Florida
$1.21M +$574K +2,073 +75%
EHAM
417
Eagle Harbor Asset Management
Washington
$1.21M – – –
MFF
418
Michels Family Financial
Texas
$1.21M +$27.4K +99 +2%
DB
419
Dravo Bay
Delaware
$1.2M -$195K -705 -13%
KCM
420
Kennicott Capital Management
California
$1.19M – – –
CA
421
CGN Advisors
Kansas
$1.17M -$17.2K -62 -1%
CWA
422
Cascade Wealth Advisors
Washington
$1.17M – – –
NFC
423
Northeast Financial Consultants
Connecticut
$1.16M -$95.6K -345 -7%
UB
424
UMB Bank
Missouri
$1.16M -$206K -745 -14%
UWM
425
USAdvisors Wealth Management
Minnesota
$1.15M -$6.37K -23 -0.5%
15 16
17
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