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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Meridian Wealth Management
Kentucky
$1.23M -$15.7K -61 -1%
FA
427
Fiduciary Alliance
South Carolina
$1.22M +$1.13M +4,391 New
EHAM
428
Eagle Harbor Asset Management
Washington
$1.21M -$143K -556 -5%
HIA
429
Harbor Investment Advisory
Maryland
$1.21M +$126K +490 +13%
DT
430
Diversified Trust
Tennessee
$1.2M +$9.53K +37 +0.9%
GWM
431
GSB Wealth Management
Connecticut
$1.2M -$529K -2,053 -32%
HIC
432
Hartline Investment Corp
Illinois
$1.19M – – –
RFM
433
Royal Fund Management
Florida
$1.19M -$55.6K -216 -5%
WPC
434
Wedmont Private Capital
Pennsylvania
$1.19M +$95.8K +372 +10%
TF
435
Tandem Financial
Colorado
$1.18M -$2.22M -8,605 -67%
DC
436
Davenport & Co
Virginia
$1.18M -$5.15K -20 -0.5%
UBV
437
United Bank (Virginia)
Virginia
$1.16M – – –
CHC
438
City Holding Co
West Virginia
$1.16M -$19.1K -74 -2%
LFAS
439
Level Four Advisory Services
Texas
$1.16M +$3.86K +15 +0.4%
PMFA
440
Plante Moran Financial Advisors
Michigan
$1.15M -$46.6K -181 -4%
TPW
441
Talon Private Wealth
Florida
$1.15M -$621K -2,411 -37%
BCI
442
Brinker Capital Investments
Pennsylvania
$1.14M +$261K +1,015 +33%
IWN
443
Independent Wealth Network
Iowa
$1.14M +$71.3K +277 +7%
BOH
444
Bank of Hawaii
Hawaii
$1.14M +$62.8K +244 +6%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$1.14M +$324K +1,257 +44%
UB
446
UMB Bank
Missouri
$1.13M -$141K -549 -12%
SLT
447
St Louis Trust
Missouri
$1.12M +$157K +608 +18%
TC
448
Trust Company
Kansas
$1.12M -$68.8K -267 -6%
CWP
449
Cyndeo Wealth Partners
Florida
$1.12M +$386K +1,498 +59%
MIM
450
Macroview Investment Management
Maryland
$1.12M +$15.2K +59 +1%
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