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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
526
TS Financial Group (TSFG)
Illinois
$686K +$172K +700 +36%
CG
527
Caprock Group
Idaho
$682K +$737 +3 +0.1%
SC
528
Steph & Co
Wisconsin
$679K -$12.5K -51 -2%
FC
529
Forte Capital
New York
$672K -$3.44K -14 -0.5%
RWM
530
Revisor Wealth Management
Ohio
$671K +$281K +1,144 +75%
HWA
531
Heartwood Wealth Advisors
Virginia
$667K – – –
CFG
532
Citizens Financial Group
Rhode Island
$664K +$261K +1,062 +71%
IA
533
IFG Advisors
Missouri
$658K – – –
DAS
534
Diversify Advisory Services
Utah
$658K +$626K +2,548 New
AF
535
Advisornet Financial
Minnesota
$655K -$203K -826 -25%
CSPAM
536
Cary Street Partners Asset Management
Virginia
$654K – – –
LA
537
Lane & Associates
New Jersey
$651K +$24.6K +100 +4%
AWM
538
Aviso Wealth Management
Washington
$646K – – –
ACP
539
Aveo Capital Partners
Colorado
$646K -$50.1K -204 -7%
CCWM
540
Cassaday & Co Wealth Management
Virginia
$646K – – –
GJWM
541
Gilliland Jeter Wealth Management
Arkansas
$646K +$12.8K +52 +2%
SWM
542
Spire Wealth Management
Virginia
$644K +$15K +61 +3%
BP
543
Ballentine Partners
Massachusetts
$636K – – –
FUBT
544
First United Bank & Trust
Maryland
$635K -$20.1K -82 -3%
FWM
545
Fingerlakes Wealth Management
New York
$632K +$24.8K +101 +4%
ITB
546
Idaho Trust Bank
Idaho
$632K +$595K +2,424 New
S4W
547
Solutions 4 Wealth
Texas
$625K +$246 +1 +0%
AGC
548
Aspen Grove Capital
Colorado
$623K -$246 -1 -0%
TFF
549
The Family Firm
Maryland
$618K +$737 +3 +0.1%
BWM
550
BKM Wealth Management
Wisconsin
$615K +$18.7K +76 +3%
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