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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
$598K +$10.9K +48 +2%
CFA
452
Cahill Financial Advisors
Minnesota
$593K +$11.8K +52 +2%
CWM
453
Cherrydale Wealth Management
New Jersey
$591K +$628K +2,761 New
EP
454
Eudaimonia Partners
Tennessee
$589K -$4.55K -20 -0.7%
NAS
455
Nicolet Advisory Services
Wisconsin
$588K -$133K -584 -17%
TAM
456
Townsend Asset Management
North Carolina
$586K -$1.59K -7 -0.3%
ADL
457
Asset Dedication LLC
California
$585K -$30.9K -136 -5%
CA
458
Continuum Advisory
Idaho
$582K +$1.59K +7 +0.3%
SCM
459
SOL Capital Management
Maryland
$580K -$77.3K -340 -11%
AT
460
American Trust
Kentucky
$579K -$584K -2,570 -49%
ICG
461
InterOcean Capital Group
Tennessee
$578K +$614K +2,701 New
IWN
462
Independent Wealth Network
Iowa
$578K +$8.64K +38 +1%
BFA
463
Beacon Financial Advisory
Ohio
$578K +$23.2K +102 +7%
UBV
464
United Bank (Virginia)
Virginia
$576K – – –
RW
465
Regimen Wealth
Georgia
$575K +$16.6K +73 +3%
RIM
466
Rockbridge Investment Management
New York
$572K +$2.96K +13 +0.5%
ACP
467
Aveo Capital Partners
Colorado
$570K -$4.09K -18 -0.7%
SWM
468
Spire Wealth Management
Virginia
$566K +$29.5K +130 +5%
EA
469
Eudaimonia Advisors
Tennessee
$563K +$17.5K +77 +3%
CG
470
Caprock Group
Idaho
$559K -$1.14K -5 -0.2%
WP
471
WealthSource Partners
California
$558K – – –
GSEP
472
Golden State Equity Partners
California
$557K +$71.4K +314 +14%
AGC
473
Aspen Grove Capital
Colorado
$557K +$11.4K +50 +2%
TFA
474
Tobias Financial Advisors
Florida
$552K -$19.5K -86 -3%
CSPAM
475
Cary Street Partners Asset Management
Virginia
$550K +$909 +4 +0.2%
17 18
19
20 21