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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
451
Financial Alternatives
California
$570K +$582K +2,843 New
AF
452
Advisornet Financial
Minnesota
$568K -$326K -1,592 -36%
GIA
453
Gladstone Institutional Advisory
Florida
$563K +$69.8K +341 +14%
RFC
454
Regions Financial Corp
Alabama
$563K +$202K +988 +54%
WIA
455
World Investment Advisors
California
$562K -$11.5M -56,354 -95%
GWM
456
Geneos Wealth Management
Colorado
$557K -$54.6K -267 -9%
GJIC
457
Gamble Jones Investment Counsel
California
$557K -$24.1K -118 -4%
CWA
458
Capital Wealth Alliance
Arizona
$554K +$262K +1,280 +86%
CC
459
Courier Capital
New York
$542K -$1.84K -9 -0.3%
CPSC
460
Carl P. Sherr & Co
Massachusetts
$540K – – –
FUBT
461
First United Bank & Trust
Maryland
$536K +$10.2K +50 +2%
BFG
462
Bleakley Financial Group
New Jersey
$535K +$546K +2,667 New
MFS
463
McNamara Financial Services
Massachusetts
$535K +$2.66K +13 +0.5%
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$532K -$59.9K -293 -10%
WKWM
465
Walter & Keenan Wealth Management
Indiana
$528K +$1.02K +5 +0.2%
MFA
466
McClarren Financial Advisors
Pennsylvania
$523K +$72.4K +354 +16%
DC
467
Davenport & Co
Virginia
$521K +$23.5K +115 +5%
CWMGP
468
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$520K -$198K -970 -27%
TFA
469
Tobias Financial Advisors
Florida
$520K +$113K +551 +27%
RP
470
Riverbridge Partners
Minnesota
$519K +$529K +2,586 New
TFGT
471
TS Financial Group (TSFG)
Illinois
$518K +$287K +1,403 +119%
SCM
472
SOL Capital Management
Maryland
$518K +$153K +748 +41%
WP
473
WealthSource Partners
California
$517K -$54.6K -267 -9%
EA
474
Eudaimonia Advisors
Tennessee
$516K -$54.4K -266 -9%
HWA
475
Heartwood Wealth Advisors
Virginia
$513K – – –
17 18
19
20 21