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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
526
Bellevue Asset Management
Washington
$41K +$38.9K +205 New
CFN
527
Cordasco Financial Network
Florida
$40K – – –
HWM
528
Holloway Wealth Management
Florida
$40K – – –
MPCG
529
Matrix Private Capital Group
New York
$38K +$36.4K +192 New
TFA
530
Tobias Financial Advisors
Florida
$38K +$36.6K +193 New
VCM
531
Versant Capital Management
Arizona
$36K – – –
BWM
532
Baystate Wealth Management
Massachusetts
$35K – – –
LS
533
Leelyn Smith
Illinois
$35K +$33.2K +175 New
ME
534
McIlrath & Eck
Washington
$34K -$17.5K -92 -35%
TPWA
535
TRUE Private Wealth Advisors
Oregon
$33K +$32.3K +170 New
BFC
536
Bedel Financial Consulting
Indiana
$32K – – –
JCM
537
Jacobi Capital Management
Pennsylvania
$31K – – –
SIAP
538
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K +$30K +158 New
BCM
539
Bourgeon Capital Management
Connecticut
$30K – – –
PC
540
Permanens Capital
New York
$30K – – –
ST
541
Smithfield Trust
Pennsylvania
$29K – – –
WT
542
Whittier Trust
California
$29K – – –
TF
543
Tompkins Financial
New York
$28K – – –
HDIM
544
Hanson & Doremus Investment Management
Vermont
$27K – – –
FCA
545
FinTrust Capital Advisors
South Carolina
$27K +$19K +100 +294%
MF
546
Manchester Financial
California
$27K +$25.8K +136 New
CFFP
547
Center for Financial Planning
Michigan
$26K +$25.2K +133 New
SWA
548
Sutton Wealth Advisors
Florida
$24.6K – – –
FCM
549
Firestone Capital Management
Florida
$24K +$23.3K +123 New
FGAM
550
Financial Gravity Asset Management
Texas
$22K +$379 +2 +2%
20 21
22
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