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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
476
O'Brien Wealth Partners
Massachusetts
$228K +$211K +1,000 New
PCA
477
Personal Capital Advisors
California
$228K +$224K +1,059 New
BAS
478
Brown Advisory Securities
Maryland
$225K – – –
DI
479
DFPG Investments
Utah
$224K -$28.5K -135 -12%
APG
480
Abacus Planning Group
South Carolina
$224K – – –
VFP
481
Verus Financial Partners
Virginia
$224K +$220K +1,040 New
MAG
482
Mokosak Advisory Group
Iowa
$223K -$23.2K -110 -10%
THWM
483
Taylor Hoffman Wealth Management
Virginia
$220K -$50.7K -240 -19%
KWM
484
Kingsview Wealth Management
Oregon
$220K -$1.9K -9 -0.9%
AW
485
ACG Wealth
Georgia
$220K – – –
AA
486
Argent Advisors
Louisiana
$220K +$217K +1,025 New
CCM
487
Coe Capital Management
Illinois
$219K – – –
NEWAS
488
N.E.W. Advisory Services
Wisconsin
$218K – – –
5L
489
55I LLC
Massachusetts
$218K +$214K +1,015 New
CWM
490
Capital Wealth Management
Rhode Island
$218K +$214K +1,015 New
SGK
491
Steigerwald Gordon & Koch
Virginia
$217K -$67.4K -319 -24%
SBSB
492
Sullivan, Bruyette, Speros & Blaney
Virginia
$215K -$48.6K -230 -19%
TI
493
Trexquant Investment
Connecticut
$215K -$22K -104 -9%
WFA
494
Wellspring Financial Advisors
Ohio
$212K +$208K +984 New
FC
495
Forte Capital
New York
$210K -$40.4K -191 -16%
PFS
496
Prospera Financial Services
Texas
$209K -$191K -905 -48%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$209K – – –
BS
498
Boenning & Scattergood
Pennsylvania
$205K +$201K +952 New
PFG
499
PAX Financial Group
Texas
$203K -$17.5K -83 -8%
MIC
500
Means Investment Company
Maine
$203K +$182K +861 New
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