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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
526
Integrated Advisors Network
Texas
$647K -$11K -44 -2%
ACP
527
Aveo Capital Partners
Colorado
$642K -$9.73K -39 -1%
HWA
528
Heartwood Wealth Advisors
Virginia
$640K – – –
CAM
529
Cozad Asset Management
Illinois
$634K +$154K +618 +32%
CWP
530
Cyndeo Wealth Partners
Florida
$632K -$98.8K -396 -14%
IA
531
IFG Advisors
Missouri
$632K – – –
JCM
532
Jacobi Capital Management
Pennsylvania
$631K -$45.9K -184 -7%
QC
533
Quadrature Capital
United Kingdom
$627K +$626K +2,510 New
FWM
534
Fingerlakes Wealth Management
New York
$623K +$17K +68 +3%
GJWM
535
Gilliland Jeter Wealth Management
Arkansas
$621K +$1.5K +6 +0.2%
AWM
536
Aviso Wealth Management
Washington
$620K – – –
CCWM
537
Cassaday & Co Wealth Management
Virginia
$620K – – –
MSFS
538
Main Street Financial Solutions
Pennsylvania
$619K +$185K +740 +43%
GT
539
Glenview Trust
Kentucky
$614K +$102K +408 +20%
BP
540
Ballentine Partners
Massachusetts
$610K – – –
FUBT
541
First United Bank & Trust
Maryland
$610K +$748 +3 +0.1%
KA
542
Kure Advisory
Minnesota
$610K +$32.2K +129 +6%
WIM
543
WealthPlan Investment Management
Nebraska
$609K +$80.6K +323 +15%
S4W
544
Solutions 4 Wealth
Texas
$599K -$998 -4 -0.2%
PSB
545
Passumpsic Savings Bank
Vermont
$598K +$198K +794 +50%
AGC
546
Aspen Grove Capital
Colorado
$598K – – –
HFS
547
Hoge Financial Services
Pennsylvania
$597K -$78.6K -315 -12%
MFG
548
Magnus Financial Group
New York
$593K +$5.99K +24 +1%
ORC
549
O'Rourke & Company
Massachusetts
$593K +$55.1K +221 +10%
CWC
550
Carolinas Wealth Consulting
North Carolina
$588K +$249 +1 +0%
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