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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
501
Asset Dedication LLC
California
$383K -$27.6K -98 -7%
ZB
502
Zions Bancorporation
Utah
$382K – – –
PWM
503
Perigon Wealth Management
California
$381K +$19.2K +68 +5%
PL
504
Plancorp LLC
Missouri
$377K -$87.4K -310 -18%
DWM
505
Defined Wealth Management
Oregon
$372K -$197K -698 -34%
SC
506
Scotia Capital
Ontario, Canada
$371K +$56.7K +201 +17%
WI
507
Wintrust Investments
Illinois
$371K +$148K +525 +64%
LW
508
Linscomb Wealth
Texas
$370K +$282 +1 +0.1%
S
509
SignatureFD
Georgia
$370K +$59.5K +211 +19%
RFC
510
Regions Financial Corp
Alabama
$366K -$51.6K -183 -12%
BIM
511
Baldwin Investment Management
Pennsylvania
$363K – – –
GGS
512
Galvin Gaustad & Stein
Arizona
$359K +$124K +440 +51%
WA
513
Wealth Alliance
New York
$358K +$48.2K +171 +15%
BBHC
514
Brown Brothers Harriman & Co
New York
$356K -$7.61K -27 -2%
SWM
515
Segment Wealth Management
Texas
$356K – – –
MSFS
516
Main Street Financial Solutions
Pennsylvania
$355K -$46.5K -165 -11%
TA
517
TFG Advisers
Michigan
$354K +$34.4K +122 +10%
GKWIM
518
Gerber Kawasaki Wealth & Investment Management
California
$354K +$364K +1,292 New
MPW
519
Monterey Private Wealth
California
$353K +$341K +1,208 New
W
520
Wealthquest
Ohio
$349K – – –
BWM
521
BCGM Wealth Management
Indiana
$347K +$352K +1,250 New
KWM
522
Kingsview Wealth Management
Oregon
$346K +$137K +486 +65%
CM
523
Capital Management
Virginia
$343K – – –
SMC
524
Smith, Moore & Co
Missouri
$342K +$11.6K +41 +3%
SFS
525
Strategic Financial Services
New York
$340K – – –
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