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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
501
Royal Fund Management
Florida
$1.12M +$23.5K +78 +2%
SFP
502
Strategic Financial Partners
Oregon
$1.11M -$25.6K -85 -2%
KA
503
Kovack Advisors
Florida
$1.11M +$648K +2,147 +141%
PMFA
504
Plante Moran Financial Advisors
Michigan
$1.1M -$160K -532 -13%
OC
505
Oppenheimer & Co
New York
$1.1M +$56.4K +187 +5%
SWA
506
Sightline Wealth Advisors
Connecticut
$1.09M +$666K +2,209 +156%
RRA
507
Round Rock Advisors
Connecticut
$1.09M – – –
QWP
508
Quotient Wealth Partners
Texas
$1.08M +$3.62K +12 +0.3%
EWM
509
Evergreen Wealth Management
Michigan
$1.08M -$56.1K -186 -5%
FUBT
510
First United Bank & Trust
Maryland
$1.07M +$37.7K +125 +4%
SWP
511
Sagespring Wealth Partners
Tennessee
$1.06M -$12.4K -41 -1%
CIC
512
Carnegie Investment Counsel
Ohio
$1.06M +$3.02K +10 +0.3%
WA
513
Waystone Advisors
Washington
$1.05M +$1.05M +3,472 New
SCP
514
Stevens Capital Partners
Nebraska
$1.05M +$64K +212 +7%
TBFA
515
Three Bearings Fiduciary Advisors
New Hampshire
$1.04M +$1M +3,322 New
BBA
516
BLB&B Advisors
Pennsylvania
$1.04M +$221K +733 +27%
BTI
517
Blue Trust Inc
Georgia
$1.03M -$54.9K -182 -5%
EFL
518
ERn Financial LLC
Wisconsin
$1.03M +$302 +1 +0%
CFAM
519
Center For Asset Management
Florida
$1.03M -$38.6K -128 -4%
WIP
520
WealthCare Investment Partners
Rhode Island
$1.02M -$8.15K -27 -0.8%
FIA
521
Foundations Investment Advisors
Arizona
$1.02M +$32.3K +107 +3%
BPW
522
BlueDoor Private Wealth
Massachusetts
$1M +$1M +3,326 New
BWP
523
BSW Wealth Partners
Colorado
$1M -$9.65K -32 -1%
WFP
524
Wrenne Financial Planning
Kentucky
$998K -$9.05K -30 -0.9%
NW
525
NewEdge Wealth
Pennsylvania
$996K +$144K +478 +17%
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