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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
476
American Money Management
California
$460K +$470K +1,643 New
GFP
477
Gryphon Financial Partners
Ohio
$453K +$463K +1,617 New
AWA
478
Arkadios Wealth Advisors
Georgia
$451K – – –
JWM
479
Jeppson Wealth Management
California
$449K +$286 +1 +0.1%
SAM
480
S.A. Mason
Michigan
$448K – – –
LDB
481
Lee, Danner & Bass
Tennessee
$446K – – –
AC
482
Alexandria Capital
Virginia
$442K – – –
CC
483
Cassaday & Co
Virginia
$441K – – –
MMHP
484
Murphy Middleton Hinkle & Parker
Georgia
$440K – – –
ADL
485
Asset Dedication LLC
California
$440K +$22.3K +78 +5%
AIA
486
Angeles Investment Advisors
California
$436K -$12.9K -45 -3%
IA
487
IFG Advisors
Missouri
$431K – – –
WFA
488
Wells Financial Advisors
Massachusetts
$431K – – –
CWM
489
Circle Wealth Management
New Jersey
$429K – – –
5L
490
55I LLC
Massachusetts
$429K +$73K +255 +20%
RMDI
491
R.M. Davis Inc
Maine
$424K +$12.3K +43 +3%
PCH
492
PGIM Custom Harvest
New Jersey
$418K +$427K +1,492 New
PAMG
493
Patton Albertson Miller Group
Tennessee
$412K -$7.16K -25 -2%
MFA
494
McClarren Financial Advisors
Pennsylvania
$409K +$257K +897 +159%
CIC
495
Cutler Investment Counsel
Oregon
$408K +$573 +2 +0.1%
AF
496
Advisornet Financial
Minnesota
$406K +$63.3K +221 +18%
ST
497
Smithfield Trust
Pennsylvania
$405K – – –
GRP
498
Global Retirement Partners
California
$404K +$16K +56 +4%
LW
499
Linscomb Wealth
Texas
$403K – – –
WAG
500
Winthrop Advisory Group
Massachusetts
$401K -$2.29K -8 -0.6%
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