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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
451
Orin Green Financial
California
$476K -$138K -645 -21%
IPW
452
Intergy Private Wealth
Colorado
$474K +$65K +303 +14%
SCA
453
Snowden Capital Advisors
New York
$466K +$108K +505 +27%
PD
454
Planning Directions
Pennsylvania
$460K -$76.6K -357 -13%
EAM
455
Evanson Asset Management
California
$453K +$429 +2 +0.1%
HFRG
456
Houlihan Financial Resource Group
Virginia
$453K +$486K +2,265 New
CS
457
Comerica Securities
Michigan
$451K -$61.6K -287 -11%
BOH
458
Bank of Hawaii
Hawaii
$450K +$5.37K +25 +1%
FI
459
Financial Insights
Washington
$445K -$14.2K -66 -3%
1W
460
1776 Wealth
Georgia
$444K – – –
KFI
461
Key Financial Inc
Pennsylvania
$441K – – –
MFA
462
McClarren Financial Advisors
Pennsylvania
$440K +$484K +2,256 New
FC
463
Fusion Capital
South Carolina
$438K -$53.7K -250 -10%
SC
464
Siena Capital
Ohio
$436K -$15K -70 -3%
ECM
465
Evergreen Capital Management
Washington
$434K -$2.15K -10 -0.4%
EP
466
Eudaimonia Partners
Tennessee
$427K -$193K -899 -29%
OC
467
Oppenheimer & Co
New York
$424K +$74.3K +346 +19%
RPWA
468
Regent Peak Wealth Advisors
Georgia
$423K -$6.22K -29 -1%
TCA
469
Transcend Capital Advisors
New Jersey
$420K +$462K +2,153 New
PSF
470
Pacific Sun Financial
California
$418K – – –
ST
471
Smithfield Trust
Pennsylvania
$417K +$278K +1,294 +154%
HI
472
Harbour Investments
Wisconsin
$415K – – –
IAG
473
Investmark Advisory Group
Connecticut
$414K +$99.2K +462 +28%
MWC
474
MBM Wealth Consultants
Missouri
$413K -$174K -810 -28%
NIM
475
Northeast Investment Management
Massachusetts
$413K – – –
17 18
19
20 21