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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
501
Investments & Financial Planning LLC
Kentucky
$444K +$453K +2,214 New
EP
502
Eudaimonia Partners
Tennessee
$443K +$4.29K +21 +1%
KFI
503
Key Financial Inc
Pennsylvania
$441K – – –
HWM
504
Hemington Wealth Management
Virginia
$441K +$128K +624 +40%
SFI
505
SPC Financial Inc
Maryland
$440K +$32.1K +157 +8%
BB
506
Bell Bank
North Dakota
$435K +$16.2K +79 +4%
ACM
507
Advisors Capital Management
New Jersey
$430K -$1.08M -5,275 -71%
PSF
508
Pacific Sun Financial
California
$430K +$205 +1 +0%
ST
509
Smithfield Trust
Pennsylvania
$428K – – –
NIM
510
Northeast Investment Management
Massachusetts
$424K – – –
RWM
511
RKL Wealth Management
Pennsylvania
$422K -$205 -1 -0%
SWA
512
Sax Wealth Advisors
New Jersey
$420K +$205 +1 +0%
SWM
513
Spire Wealth Management
Virginia
$417K +$326K +1,594 +327%
LFP
514
Leeward Financial Partners
Washington
$415K -$3.37M -16,489 -89%
AIM
515
Athena Investment Management
California
$412K – – –
BC
516
Bowman & Company
Wisconsin
$411K +$114K +555 +37%
CWM
517
Comprehensive Wealth Management
Washington
$411K +$29K +142 +7%
SIC
518
Salem Investment Counselors
North Carolina
$409K -$12.3K -60 -3%
HI
519
Harbour Investments
Wisconsin
$408K -$14.3K -70 -3%
CGA
520
Crescent Grove Advisors
Illinois
$408K +$416K +2,033 New
VFA
521
Valeo Financial Advisors
Indiana
$406K +$414K +2,022 New
CCWM
522
Cassaday & Co Wealth Management
Virginia
$404K +$413K +2,017 New
GT
523
Glenview Trust
Kentucky
$403K – – –
1W
524
1776 Wealth
Georgia
$401K -$57.1K -279 -12%
CS
525
Comerica Securities
Michigan
$400K -$64K -313 -14%
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