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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
476
McNamara Financial Services
Massachusetts
$679K -$3.44K -12 -0.5%
FWM
477
Fingerlakes Wealth Management
New York
$678K +$704K +2,454 New
AWM
478
Altavista Wealth Management
North Carolina
$672K +$60.5K +211 +10%
RFC
479
Regions Financial Corp
Alabama
$671K -$20.9K -73 -3%
FC
480
Fusion Capital
South Carolina
$668K +$32.4K +113 +5%
MCM
481
MAI Capital Management
Ohio
$665K +$161K +563 +31%
EAM
482
Evanson Asset Management
California
$662K +$287K +1,001 +74%
QC
483
Quent Capital
New York
$662K +$674K +2,350 New
SWA
484
Sax Wealth Advisors
New Jersey
$653K +$14.6K +51 +2%
KFI
485
Key Financial Inc
Pennsylvania
$637K – – –
RPWA
486
Regent Peak Wealth Advisors
Georgia
$637K +$8.32K +29 +1%
CAM
487
Cozad Asset Management
Illinois
$634K -$24.7K -86 -4%
GIA
488
Gladstone Institutional Advisory
Florida
$632K +$264K +919 +69%
CC
489
Courier Capital
New York
$627K +$48.2K +168 +8%
SFPG
490
Stonebridge Financial Planning Group
Florida
$622K +$10K +35 +1%
EFL
491
ERn Financial LLC
Wisconsin
$618K -$1.43K -5 -0.2%
SIC
492
Sigma Investment Counselors
Michigan
$611K – – –
SC
493
Siena Capital
Ohio
$609K +$620K +2,161 New
CWM
494
Capital Wealth Management
Rhode Island
$607K -$229K -800 -27%
WA
495
Wealth Alliance
New York
$604K +$56.8K +198 +10%
SHGA
496
Sand Hill Global Advisors
California
$604K +$615K +2,144 New
FAT
497
First American Trust
California
$602K +$350K +1,221 +133%
CA
498
Continuum Advisory
Idaho
$600K +$33.8K +118 +6%
RWM
499
RKL Wealth Management
Pennsylvania
$596K -$16.9K -59 -3%
PSF
500
Pacific Sun Financial
California
$592K +$2.87K +10 +0.5%
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