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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
451
Northeast Financial Consultants
Connecticut
$1.12M -$151K -587 -13%
TPW
452
Transatlantique Private Wealth
New York
$1.11M +$68.5K +266 +7%
GRP
453
Global Retirement Partners
California
$1.11M +$1.03M +4,011 New
WH
454
Willner & Heller
California
$1.11M -$43.5K -169 -4%
TI
455
Truepoint Inc
Ohio
$1.11M +$3.6K +14 +0.4%
WFP
456
Wrenne Financial Planning
Kentucky
$1.1M -$814K -3,161 -44%
IPW
457
Intergy Private Wealth
Colorado
$1.09M +$37.9K +147 +4%
PCG
458
Prosperity Consulting Group
Maryland
$1.09M – – –
SFG
459
Sunburst Financial Group
Alabama
$1.08M +$51K +198 +5%
NAMNJ
460
NorthStar Asset Management (New Jersey)
New Jersey
$1.08M +$122K +474 +14%
IAG
461
Investmark Advisory Group
Connecticut
$1.08M -$56.4K -219 -5%
PAS
462
PKS Advisory Services
New York
$1.08M +$87.8K +341 +10%
RPGK
463
Retirement Planning Group (Kansas)
Kansas
$1.08M -$307K -1,193 -23%
FNBT
464
FineMark National Bank & Trust
Florida
$1.07M -$427K -1,659 -30%
SGCA
465
Steel Grove Capital Advisors
Tennessee
$1.07M -$103K -400 -9%
MAG
466
Mayfair Advisory Group
Alabama
$1.07M +$18.5K +72 +2%
MCM
467
MidAtlantic Capital Management
Virginia
$1.06M +$40.2K +156 +4%
MA
468
Mutual Advisors
Nebraska
$1.06M +$37.9K +147 +4%
CF
469
Centaurus Financial
California
$1.06M +$97.6K +379 +11%
SWP
470
Sagespring Wealth Partners
Tennessee
$1.04M +$86.3K +335 +10%
SFP
471
Strategic Financial Partners
Oregon
$1.04M -$2.83K -11 -0.3%
WTA
472
Washington Trust Advisors
Massachusetts
$1.04M -$4.89K -19 -0.5%
EWM
473
Evergreen Wealth Management
Michigan
$1.04M -$23.7K -92 -2%
GB
474
Goepper Burkhardt
South Carolina
$1.03M -$161K -626 -14%
BGA
475
Battery Global Advisors
Massachusetts
$1.02M – – –
17 18
19
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