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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
526
WealthSource Partners
California
$630K – – –
FC
527
Forte Capital
New York
$626K +$5.21K +24 +0.9%
BFA
528
Beacon Financial Advisory
Ohio
$623K +$217 +1 +0.1%
FFC
529
First Financial Corp
Indiana
$622K +$207K +955 +59%
EAM
530
Evanson Asset Management
California
$621K +$110K +508 +25%
GRP
531
Global Retirement Partners
California
$619K +$54.7K +252 +10%
HWA
532
Heartwood Wealth Advisors
Virginia
$619K – – –
RIM
533
Rockbridge Investment Management
New York
$612K -$30.6K -141 -5%
IA
534
IFG Advisors
Missouri
$610K -$7.6K -35 -1%
FUBT
535
First United Bank & Trust
Maryland
$609K -$65.1K -300 -11%
EWMCB
536
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$607K -$909K -4,189 -63%
CSPAM
537
Cary Street Partners Asset Management
Virginia
$606K -$13.5K -62 -2%
VAM
538
Verity Asset Management
North Carolina
$605K -$106K -489 -16%
AWM
539
Aviso Wealth Management
Washington
$599K +$538K +2,480 New
CCWM
540
Cassaday & Co Wealth Management
Virginia
$599K – – –
ZCM
541
Ziegler Capital Management
Illinois
$598K – – –
ECM
542
Evergreen Capital Management
Washington
$593K – – –
BP
543
Ballentine Partners
Massachusetts
$590K -$20.6K -95 -4%
ST
544
Smithfield Trust
Pennsylvania
$589K +$294K +1,355 +125%
RP
545
Riverbridge Partners
Minnesota
$588K +$528K +2,431 New
GJWM
546
Gilliland Jeter Wealth Management
Arkansas
$586K +$526K +2,424 New
S4W
547
Solutions 4 Wealth
Texas
$580K +$520K +2,397 New
LA
548
Lane & Associates
New Jersey
$579K +$79.9K +368 +18%
KFI
549
Key Financial Inc
Pennsylvania
$577K – – –
AGC
550
Aspen Grove Capital
Colorado
$576K -$46K -212 -8%
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