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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
451
McNamara Financial Services
Massachusetts
$640K +$8.92K +41 +2%
EP
452
Eudaimonia Partners
Tennessee
$636K +$81.1K +373 +16%
TAM
453
Townsend Asset Management
North Carolina
$631K +$16.1K +74 +3%
CFA
454
Cahill Financial Advisors
Minnesota
$624K +$70.9K +326 +14%
CA
455
Continuum Advisory
Idaho
$622K -$2.61K -12 -0.4%
CPSC
456
Carl P. Sherr & Co
Massachusetts
$619K – – –
UBV
457
United Bank (Virginia)
Virginia
$618K +$238K +1,095 +69%
ACP
458
Aveo Capital Partners
Colorado
$615K -$48.3K -222 -8%
SPC
459
Sigma Planning Corp
Michigan
$615K -$60.9K -280 -9%
TFA
460
Tobias Financial Advisors
Florida
$612K +$36.5K +168 +7%
IWN
461
Independent Wealth Network
Iowa
$612K +$155K +713 +37%
RW
462
Regimen Wealth
Georgia
$611K +$48.1K +221 +9%
RIM
463
Rockbridge Investment Management
New York
$611K -$203K -931 -26%
CG
464
Caprock Group
Idaho
$601K +$1.3K +6 +0.2%
WP
465
WealthSource Partners
California
$599K -$45K -207 -7%
AIA
466
Ally Invest Advisors
North Carolina
$597K +$155K +714 +38%
EWM
467
Empirical Wealth Management
Washington
$592K +$122K +562 +28%
CSPAM
468
Cary Street Partners Asset Management
Virginia
$590K +$14.4K +66 +3%
FC
469
Forte Capital
New York
$589K +$870 +4 +0.2%
SC
470
Steph & Co
Wisconsin
$589K -$72K -331 -11%
HWA
471
Heartwood Wealth Advisors
Virginia
$588K – – –
EA
472
Eudaimonia Advisors
Tennessee
$586K +$8.27K +38 +2%
AGC
473
Aspen Grove Capital
Colorado
$586K +$555K +2,550 New
BP
474
Ballentine Partners
Massachusetts
$582K +$13.1K +60 +2%
BFA
475
Beacon Financial Advisory
Ohio
$580K +$24.4K +112 +8%
17 18
19
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