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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
526
Lindbrook Capital
California
$853K – – –
WMA
527
William Mack & Associates
Michigan
$844K +$852K +3,013 New
WP
528
WealthShield Partners
North Carolina
$839K -$11.9K -42 -1%
QCM
529
QRG Capital Management
Illinois
$835K +$52.9K +187 +7%
WPWM
530
Windward Private Wealth Management
Kansas
$829K -$12.7K -45 -1%
EWM
531
Evermay Wealth Management
Virginia
$822K -$4.8K -17 -0.6%
GFM
532
GEN Financial Management
Minnesota
$820K +$828K +2,929 New
CFGSD
533
Compass Financial Group (South Dakota)
South Dakota
$815K -$16.7K -59 -2%
HPFG
534
Hart & Patterson Financial Group
Massachusetts
$814K -$35.9K -127 -4%
ICMM
535
Integrated Capital Management (Michigan)
Michigan
$812K -$105K -371 -11%
BB
536
Busey Bank
Illinois
$810K – – –
IA
537
IFG Advisors
Missouri
$806K +$97.8K +346 +14%
CPSC
538
Carl P. Sherr & Co
Massachusetts
$803K – – –
FA
539
Financial Alternatives
California
$796K – – –
WFPG
540
Waller Financial Planning Group
Ohio
$794K -$140K -494 -15%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$792K +$68.7K +243 +9%
FIA
542
Foundations Investment Advisors
Arizona
$784K +$365K +1,292 +86%
AA
543
Apriem Advisors
California
$784K +$256K +904 +48%
ACP
544
Aveo Capital Partners
Colorado
$775K +$57.7K +204 +8%
TFF
545
The Family Firm
Maryland
$772K +$848 +3 +0.1%
HFRG
546
Houlihan Financial Resource Group
Virginia
$772K -$283 -1 -0%
TFA
547
Tobias Financial Advisors
Florida
$770K -$61.9K -219 -7%
BWM
548
BKM Wealth Management
Wisconsin
$766K -$33.6K -119 -4%
FNBT
549
FineMark National Bank & Trust
Florida
$759K +$497K +1,757 +184%
PSB
550
Passumpsic Savings Bank
Vermont
$749K +$24.9K +88 +3%
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