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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
551
Retirement Group
California
$21K +$20.5K +108 New
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
EWM
554
EPG Wealth Management
Georgia
$19K +$17.6K +93 New
CL
555
Cabana LLC
Arkansas
$19K +$18.2K +96 New
CB
556
Community Bank
New York
$17K – – –
BEI
557
Benjamin Edwards Inc
Missouri
$16K +$379 +2 +3%
MWP
558
MYCIO Wealth Partners
Pennsylvania
$16K +$2.85K +15 +22%
VCP
559
Verus Capital Partners
Arizona
$16K +$15K +79 New
TCWM
560
Total Clarity Wealth Management
Illinois
$15K +$14.2K +75 New
TI
561
tru Independence
Oregon
$15K +$19K +100 New
LPWM
562
Lake Point Wealth Management
Texas
$14K +$13.1K +69 New
GAM
563
Gemmer Asset Management
California
$12K -$2.66K -14 -19%
HWA
564
HCR Wealth Advisors
California
$11K +$10.8K +57 New
RWA
565
Ropes Wealth Advisors
Massachusetts
$10K – – –
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$17.5K -92 -66%
DAC
567
Dividend Assets Capital
South Carolina
$9K – – –
LFG
568
Larson Financial Group
Missouri
$9K – – –
TL
569
TrueWealth LLC
Georgia
$9K – – –
AF
570
Affiance Financial
Minnesota
$9K +$8.54K +45 New
FP
571
Financial Perspectives
Minnesota
$8.35K +$7.97K +42 New
CI
572
CX Institutional
Indiana
$8K – – –
M
573
MOTCO
Texas
$8K – – –
1IA
574
1834 Investment Advisors
Wisconsin
$8K +$7.4K +39 New
WP
575
WealthShield Partners
North Carolina
$7K – – –
21 22
23
24 25