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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$287K +$315K +1,469 New
ATPW
552
Ashton Thomas Private Wealth
Arizona
$286K -$110K -513 -26%
NP
553
NorthRock Partners
Minnesota
$281K -$35.4K -165 -10%
CPA
554
Cardiff Park Advisors
California
$281K +$644 +3 +0.2%
SBH
555
Segall Bryant & Hamill
Illinois
$280K +$309K +1,441 New
USCWA
556
U.S. Capital Wealth Advisors
Texas
$276K -$1.07K -5 -0.4%
CIC
557
Cutler Investment Counsel
Oregon
$275K -$6.44K -30 -2%
KA
558
Klingman & Associates
New York
$275K +$34.3K +160 +13%
NEWAS
559
N.E.W. Advisory Services
Wisconsin
$274K -$9.02K -42 -3%
SAM
560
Silvercrest Asset Management
New York
$272K – – –
CT
561
Caldwell Trust
Florida
$271K +$4.51K +21 +2%
ZB
562
Zions Bancorporation
Utah
$271K – – –
SEP
563
Southland Equity Partners
Missouri
$271K -$215 -1 -0.1%
BPFA
564
Barnes Pettey Financial Advisors
Mississippi
$267K – – –
NCM
565
Narwhal Capital Management
Georgia
$263K – – –
LW
566
Linscomb Wealth
Texas
$262K – – –
BBA
567
BLB&B Advisors
Pennsylvania
$260K -$10.1K -47 -3%
TA
568
TFG Advisers
Michigan
$258K +$429 +2 +0.2%
PPW
569
Parcion Private Wealth
Washington
$257K -$79.8K -372 -22%
HIA
570
Harbor Investment Advisory
Maryland
$257K +$96.6K +450 +52%
KA
571
Kovack Advisors
Florida
$256K -$38.2K -178 -12%
WT
572
Whittier Trust
California
$256K +$69.8K +325 +33%
FA
573
FDx Advisors
Illinois
$255K -$87.8K -409 -24%
1SB
574
1ST Source Bank
Indiana
$255K – – –
AWM
575
Angeles Wealth Management
California
$255K – – –
21 22
23
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