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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
451
Capital Planning
Washington
$924K +$22.7K +91 +3%
BGA
452
Battery Global Advisors
Massachusetts
$922K – – –
AF
453
Allworth Financial
California
$921K -$38.2K -153 -4%
AWM
454
Aspire Wealth Management
Massachusetts
$913K -$395K -1,582 -30%
CWA
455
Canvas Wealth Advisors
Kansas
$892K +$141K +566 +20%
AWP
456
Accretive Wealth Partners
New Jersey
$891K -$3.74K -15 -0.4%
SIA
457
Schechter Investment Advisors
Michigan
$889K +$28.4K +114 +3%
CG
458
Caprock Group
Idaho
$888K +$231K +927 +35%
FIBT
459
First International Bank & Trust
North Dakota
$887K – – –
IPW
460
Intergy Private Wealth
Colorado
$884K +$37.4K +150 +4%
PIA
461
Perennial Investment Advisors
California
$882K +$26.9K +108 +3%
MFA
462
McClarren Financial Advisors
Pennsylvania
$881K -$77.3K -310 -9%
CIA
463
Concurrent Investment Advisors
Florida
$881K +$13K +52 +1%
CFG
464
Citizens Financial Group
Rhode Island
$876K +$237K +949 +37%
NRG
465
Nemes Rush Group
Michigan
$876K – – –
WTA
466
Washington Trust Advisors
Massachusetts
$872K -$24.2K -97 -3%
MWM
467
Mission Wealth Management
California
$872K -$157K -628 -15%
SLT
468
St Louis Trust
Missouri
$863K +$15.2K +61 +2%
EFL
469
ERn Financial LLC
Wisconsin
$860K +$3.49K +14 +0.4%
VAM
470
Verity Asset Management
North Carolina
$854K +$354K +1,417 +71%
WI
471
WrapManager Inc
California
$842K -$61.6K -247 -7%
LEA
472
Legacy Edge Advisors
New York
$836K -$116K -466 -12%
CCM
473
Coldstream Capital Management
Washington
$822K -$36.9K -148 -4%
FAT
474
First American Trust
California
$819K +$125K +502 +18%
WFPG
475
Waller Financial Planning Group
Ohio
$819K -$18.7K -75 -2%
17 18
19
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