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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
451
Cassaday & Co Wealth Management
Virginia
$1.04M +$438K +1,579 +62%
IAG
452
Investmark Advisory Group
Connecticut
$1.04M -$185K -666 -14%
DE
453
Diversified Enterprises
Delaware
$1.04M +$736K +2,655 +182%
PA
454
PFG Advisors
Arizona
$1.03M +$33.8K +122 +3%
SIA
455
Schechter Investment Advisors
Michigan
$1.02M +$172K +620 +18%
JFG
456
Jefferies Financial Group
New York
$1.01M +$45.7K +165 +4%
NG
457
Norden Group
Utah
$1.01M +$1.11M +4,000 New
TI
458
Truepoint Inc
Ohio
$1M -$741K -2,673 -40%
MIM
459
Macroview Investment Management
Maryland
$1M +$242K +874 +28%
JIC
460
Johnson Investment Counsel
Ohio
$1M -$38.8K -140 -3%
PCG
461
Prosperity Consulting Group
Maryland
$993K -$311K -1,124 -22%
FUBT
462
First United Bank & Trust
Maryland
$982K -$45.4K -164 -4%
SFS
463
Sowell Financial Services
Arkansas
$982K +$1.08M +3,901 New
FFA
464
Farther Finance Advisors
California
$981K +$662K +2,390 +161%
BOH
465
Bank of Hawaii
Hawaii
$973K – – –
HIA
466
Harbor Investment Advisory
Maryland
$973K -$417K -1,506 -28%
EWM
467
Evergreen Wealth Management
Michigan
$968K -$1.97M -7,094 -65%
IWN
468
Independent Wealth Network
Iowa
$966K +$71.5K +258 +7%
QWP
469
Quotient Wealth Partners
Texas
$966K -$11.6K -42 -1%
NRG
470
Nemes Rush Group
Michigan
$963K -$16.9K -61 -2%
SFPG
471
Stonebridge Financial Planning Group
Florida
$959K +$80.4K +290 +8%
IPW
472
Intergy Private Wealth
Colorado
$957K +$18.3K +66 +2%
WTA
473
Washington Trust Advisors
Massachusetts
$953K +$34.1K +123 +3%
SFP
474
Strategic Financial Partners
Oregon
$952K -$9.98K -36 -0.9%
TPW
475
Transatlantique Private Wealth
New York
$946K -$357K -1,289 -26%
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