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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
476
Monterey Private Wealth
California
$452K +$98.2K +351 +29%
FPIS
477
Financial Planning & Information Services
Wisconsin
$450K +$90.6K +324 +26%
IA
478
IFG Advisors
Missouri
$446K – – –
WFA
479
Wells Financial Advisors
Massachusetts
$445K – – –
CWM
480
Circle Wealth Management
New Jersey
$444K -$1.93M -6,910 -82%
PAMG
481
Patton Albertson Miller Group
Tennessee
$433K -$97.9K -350 -19%
ADL
482
Asset Dedication LLC
California
$432K +$27.4K +98 +7%
RMDI
483
R.M. Davis Inc
Maine
$427K – – –
ATPW
484
Ashton Thomas Private Wealth
Arizona
$426K – – –
IFWM
485
Institute for Wealth Management
Colorado
$424K – – –
CIC
486
Cutler Investment Counsel
Oregon
$422K – – –
ST
487
Smithfield Trust
Pennsylvania
$418K – – –
WAG
488
Winthrop Advisory Group
Massachusetts
$417K -$3.92K -14 -1%
LW
489
Linscomb Wealth
Texas
$417K +$25.7K +92 +7%
AWM
490
Altium Wealth Management
New York
$412K – – –
BAIA
491
Bel Air Investment Advisors
California
$410K -$4.76K -17 -1%
PP
492
Pegasus Partners
Wisconsin
$409K – – –
GT
493
Greenleaf Trust
Michigan
$408K -$20.1K -72 -5%
KA
494
Kovack Advisors
Florida
$405K +$58.7K +210 +18%
IF
495
Intrua Financial
Texas
$404K +$23.2K +83 +6%
ZB
496
Zions Bancorporation
Utah
$403K – – –
GRP
497
Global Retirement Partners
California
$401K -$65.5K -234 -14%
DWM
498
Defined Wealth Management
Oregon
$398K +$5.04K +18 +1%
CCM
499
Coldstream Capital Management
Washington
$397K +$384K +1,371 New
PAS
500
Park Avenue Securities
New York
$394K -$15.4K -55 -4%
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