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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
551
O'Rourke & Company
Massachusetts
$648K +$13.8K +54 +2%
HFS
552
Hoge Financial Services
Pennsylvania
$642K +$4.1K +16 +0.7%
AWA
553
Arete Wealth Advisors
Illinois
$641K -$149K -581 -19%
AGC
554
Aspen Grove Capital
Colorado
$639K +$256 +1 +0%
MFG
555
Magnus Financial Group
New York
$638K +$3.33K +13 +0.5%
GRP
556
Global Retirement Partners
California
$637K -$76.1K -297 -11%
S4W
557
Solutions 4 Wealth
Texas
$634K -$5.89K -23 -1%
CWC
558
Carolinas Wealth Consulting
North Carolina
$627K – – –
WAG
559
Wheelhouse Advisory Group
Missouri
$620K -$227K -884 -28%
WIA
560
World Investment Advisors
California
$619K -$14.8M -57,670 -96%
AWM
561
Axxcess Wealth Management
California
$615K -$2.31K -9 -0.4%
KFI
562
Key Financial Inc
Pennsylvania
$614K – – –
CSPAM
563
Cary Street Partners Asset Management
Virginia
$609K +$3.84K +15 +0.7%
ST
564
Smithfield Trust
Pennsylvania
$609K -$8.2K -32 -1%
OGF
565
Orin Green Financial
California
$607K – – –
FWM
566
Fingerlakes Wealth Management
New York
$605K -$58.9K -230 -9%
FT
567
Fiduciary Trust
Massachusetts
$603K +$349K +1,362 +152%
FHA
568
Flagship Harbor Advisors
Massachusetts
$602K +$29.5K +115 +5%
GSEP
569
Golden State Equity Partners
California
$586K -$274K -1,070 -33%
MA
570
Mutual Advisors
Nebraska
$586K +$5.89K +23 +1%
BB
571
Bell Bank
North Dakota
$585K – – –
RIA
572
Regal Investment Advisors
Michigan
$585K +$40.5K +158 +8%
LDB
573
Lee, Danner & Bass
Tennessee
$583K +$74.6K +291 +15%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$579K +$1.28K +5 +0.2%
AIM
575
Athena Investment Management
California
$579K +$7.69K +30 +1%
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23
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