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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
451
Truepoint Inc
Ohio
$1.19M – – –
MA
452
Mutual Advisors
Nebraska
$1.17M +$44.7K +155 +4%
SFG
453
Sunburst Financial Group
Alabama
$1.16M -$866 -3 -0.1%
WH
454
Willner & Heller
California
$1.16M -$34.4K -119 -3%
RPGK
455
Retirement Planning Group (Kansas)
Kansas
$1.15M -$8.08K -28 -0.7%
MCM
456
MidAtlantic Capital Management
Virginia
$1.14M – – –
PCG
457
Prosperity Consulting Group
Maryland
$1.14M -$35.8K -124 -3%
BCI
458
Brinker Capital Investments
Pennsylvania
$1.13M -$90.4K -313 -8%
UB
459
UMB Bank
Missouri
$1.13M -$78.5K -272 -7%
CF
460
Centaurus Financial
California
$1.13M -$7.51K -26 -0.7%
WTA
461
Washington Trust Advisors
Massachusetts
$1.12M +$3.46K +12 +0.3%
IAG
462
Investmark Advisory Group
Connecticut
$1.12M -$34.9K -121 -3%
SFP
463
Strategic Financial Partners
Oregon
$1.12M – – –
EWM
464
Evergreen Wealth Management
Michigan
$1.11M -$2.02K -7 -0.2%
WAM
465
Worth Asset Management
Texas
$1.11M +$1.07M +3,722 New
AWA
466
Arete Wealth Advisors
Illinois
$1.1M +$363K +1,256 +51%
AT
467
American Trust
Kentucky
$1.1M +$69.9K +242 +7%
KA
468
Kure Advisory
Minnesota
$1.1M +$68.4K +237 +7%
BGA
469
Battery Global Advisors
Massachusetts
$1.1M – – –
RFM
470
Royal Fund Management
Florida
$1.09M -$183K -635 -15%
RRA
471
Round Rock Advisors
Connecticut
$1.08M – – –
BTI
472
Blue Trust Inc
Georgia
$1.07M -$5.77K -20 -0.6%
SGCA
473
Steel Grove Capital Advisors
Tennessee
$1.07M – – –
QWP
474
Quotient Wealth Partners
Texas
$1.06M -$866 -3 -0.1%
SWP
475
Sagespring Wealth Partners
Tennessee
$1.06M -$58.9K -204 -5%
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19
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