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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
551
The Family Firm
Maryland
$572K +$66.2K +305 +15%
CWC
552
Carolinas Wealth Consulting
North Carolina
$567K – – –
SWM
553
Spire Wealth Management
Virginia
$567K -$50.6K -233 -9%
FWM
554
Fingerlakes Wealth Management
New York
$562K -$22.6K -104 -4%
FFA
555
Farther Finance Advisors
California
$560K +$352K +1,620 +233%
LA
556
Lindenwold Advisors
Pennsylvania
$559K +$502K +2,312 New
KA
557
Kure Advisory
Minnesota
$559K +$41.2K +190 +9%
OGF
558
Orin Green Financial
California
$557K -$13.9K -64 -3%
BWM
559
BKM Wealth Management
Wisconsin
$552K +$496K +2,283 New
DAM
560
Derbend Asset Management
Georgia
$547K +$217 +1 +0%
MA
561
Mutual Advisors
Nebraska
$544K +$38.9K +179 +9%
MFG
562
Magnus Financial Group
New York
$544K -$868 -4 -0.2%
MAG
563
Mayfair Advisory Group
Alabama
$542K +$74.7K +344 +18%
AWM
564
Axxcess Wealth Management
California
$542K -$56.9K -262 -10%
SFG
565
StrategIQ Financial Group
Indiana
$533K +$41.5K +191 +9%
RWM
566
RKL Wealth Management
Pennsylvania
$532K -$4.56K -21 -0.9%
RI
567
Rinkey Investments
California
$531K +$477K +2,198 New
NEPWA
568
New England Private Wealth Advisors
Massachusetts
$527K +$473K +2,179 New
WJA
569
Willis Johnson & Associates
Texas
$523K +$3.91K +18 +0.8%
SFA
570
Sequoia Financial Advisors
Ohio
$523K +$469K +2,162 New
HWM
571
Hemington Wealth Management
Virginia
$520K -$3.47K -16 -0.7%
BCM
572
Brookstone Capital Management
Illinois
$518K -$8.05M -37,086 -95%
PSF
573
Pacific Sun Financial
California
$516K – – –
SFI
574
SPC Financial Inc
Maryland
$515K -$39.3K -181 -8%
FC
575
Fusion Capital
South Carolina
$513K +$868 +4 +0.2%
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