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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
451
Gradient Investments
Minnesota
$15K -$5.5K -32 -28%
AIC
452
Ameritas Investment Company
Nebraska
$15K +$14.1K +82 New
CFA
453
Carroll Financial Associates
North Carolina
$13K – – –
LGWM
454
Litman Gregory Wealth Management
California
$13K – – –
YWP
455
YorkBridge Wealth Partners
New York
$11K -$9.45K -55 -47%
GAM
456
Gemmer Asset Management
California
$11K – – –
VCM
457
Vigilant Capital Management
Maine
$10K – – –
PFGIA
458
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$6.18K +36 +240%
TL
459
TrueWealth LLC
Georgia
$8K – – –
WAS
460
WESPAC Advisors SoCal
California
$8K +$7.73K +45 New
M
461
MOTCO
Texas
$7K – – –
WAS
462
Winch Advisory Services
Wisconsin
$7K – – –
WWM
463
Willingdon Wealth Management
North Carolina
$7K +$6.53K +38 New
CI
464
CX Institutional
Indiana
$7K +$7.04K +41 New
FCA
465
FinTrust Capital Advisors
South Carolina
$6K – – –
TSW
466
Thompson Siegel & Walmsley
Virginia
$6K – – –
WP
467
WealthShield Partners
North Carolina
$6K – – –
AP
468
Atwood & Palmer
Missouri
$5K – – –
TC
469
Truvestments Capital
Florida
$5K +$5.15K +30 New
RCAG
470
Rehmann Capital Advisory Group
Michigan
$4.71K +$4.46K +26 New
EWM
471
Executive Wealth Management
Michigan
$4K -$11.8K -69 -77%
BWM
472
BerganKDV Wealth Management
Minnesota
$4K – – –
LFG
473
Larson Financial Group
Missouri
$4K +$343 +2 +10%
AWM
474
AllSquare Wealth Management
New York
$4K +$4.29K +25 New
QAM
475
QCI Asset Management
New York
$3K -$10.8K -63 -78%
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19
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