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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
501
Townsend Asset Management
North Carolina
$783K -$6.88K -28 -0.9%
EWM
502
Evermay Wealth Management
Virginia
$780K -$9.58K -39 -1%
TFA
503
Tobias Financial Advisors
Florida
$773K – – –
NB
504
Northwest Bancshares
Pennsylvania
$767K -$35.1K -143 -5%
CWP
505
Cyndeo Wealth Partners
Florida
$762K -$326K -1,326 -31%
ECM
506
Evergreen Capital Management
Washington
$762K +$115K +470 +19%
KP
507
Keel Point
Alabama
$760K +$36.1K +147 +5%
BB
508
Busey Bank
Illinois
$754K – – –
GWSG
509
GPS Wealth Strategies Group
Colorado
$751K +$385K +1,567 +119%
CF
510
Centaurus Financial
California
$748K -$2.46K -10 -0.3%
CPSC
511
Carl P. Sherr & Co
Massachusetts
$748K -$9.33K -38 -1%
FA
512
Financial Alternatives
California
$741K – – –
MFS
513
McNamara Financial Services
Massachusetts
$734K -$1.97K -8 -0.3%
IWN
514
Independent Wealth Network
Iowa
$730K +$20.6K +84 +3%
EA
515
Eudaimonia Advisors
Tennessee
$728K +$40K +163 +6%
FAT
516
First American Trust
California
$723K +$401K +1,631 +143%
HFRG
517
Houlihan Financial Resource Group
Virginia
$719K +$3.68K +15 +0.5%
BFA
518
Beacon Financial Advisory
Ohio
$709K +$52.1K +212 +13%
ADL
519
Asset Dedication LLC
California
$706K -$491 -2 -0.1%
JCM
520
Jacobi Capital Management
Pennsylvania
$705K -$32.2K -131 -5%
HFS
521
Hoge Financial Services
Pennsylvania
$704K -$737 -3 -0.1%
CFA
522
Cahill Financial Advisors
Minnesota
$701K -$983 -4 -0.1%
GRP
523
Global Retirement Partners
California
$697K +$2.7K +11 +0.4%
CWA
524
Canvas Wealth Advisors
Kansas
$690K +$706K +2,875 New
IAN
525
Integrated Advisors Network
Texas
$686K +$646K +2,632 New
19 20
21
22 23