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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
501
HCR Wealth Advisors
California
$9K – – –
DWM
502
Darwin Wealth Management
Florida
$9K +$12.2K +66 New
CIAS
503
Capital Investment Advisory Services
North Carolina
$8K +$8.17K +44 +440%
AF
504
Affiance Financial
Minnesota
$7K – – –
DAC
505
Dividend Assets Capital
South Carolina
$7K – – –
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
TL
507
TrueWealth LLC
Georgia
$7K – – –
LFG
508
Larson Financial Group
Missouri
$7K +$371 +2 +5%
FP
509
Financial Perspectives
Minnesota
$6.31K – – –
1IA
510
1834 Investment Advisors
Wisconsin
$6K – – –
FCA
511
FinTrust Capital Advisors
South Carolina
$5K -$18.6K -100 -75%
BL
512
Balentine LLC
Georgia
$5K – – –
CWP
513
CFM Wealth Partners
Texas
$5K – – –
MAWCM
514
Mine & Arao Wealth Creation & Management
California
$5K +$5.57K +30 New
SW
515
SVB Wealth
Massachusetts
$4K -$430K -2,318 -99%
CI
516
CX Institutional
Indiana
$4K -$2.23K -12 -30%
AIC
517
Archer Investment Corporation
Indiana
$4K – – –
BWM
518
BerganKDV Wealth Management
Minnesota
$4K – – –
FMTCOCP
519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
ACA
520
Aptus Capital Advisors
Alabama
$4K +$5.38K +29 New
SIS
521
SVB Investment Services
Utah
$3K – – –
TCM
522
Tradewinds Capital Management
Washington
$3K – – –
CAN
523
Claraphi Advisory Network
United States
$3K +$3.53K +19 New
AWM
524
AllSquare Wealth Management
New York
$2K – – –
GWS
525
Glassman Wealth Services
Virginia
$2K – – –
19 20
21
22 23