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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
551
Glass Jacobson Investment Advisors
Maryland
$744K -$116K -409 -13%
DAS
552
Diversify Advisory Services
Utah
$744K +$32.5K +115 +5%
ANTB
553
AMG National Trust Bank
Colorado
$742K -$284K -1,003 -27%
CWP
554
Cyndeo Wealth Partners
Florida
$741K -$3.11K -11 -0.4%
BBA
555
BLB&B Advisors
Pennsylvania
$740K -$9.04K -32 -1%
FA
556
FSA Advisors
Michigan
$739K -$30.2K -107 -4%
GJWM
557
Gilliland Jeter Wealth Management
Arkansas
$739K +$44.7K +158 +6%
FDW
558
Fourth Dimension Wealth
Ohio
$729K +$735K +2,602 New
ECM
559
Evergreen Capital Management
Washington
$726K -$141K -500 -16%
NB
560
Northwest Bancshares
Pennsylvania
$723K -$24.6K -87 -3%
TFGT
561
TS Financial Group (TSFG)
Illinois
$723K -$11.6K -41 -2%
KW
562
Keyvantage Wealth
Pennsylvania
$720K +$727K +2,572 New
LA
563
Lane & Associates
New Jersey
$718K -$2.83K -10 -0.4%
HWA
564
Heartwood Wealth Advisors
Virginia
$717K – – –
MFS
565
McNamara Financial Services
Massachusetts
$716K -$56.5K -200 -7%
CCWM
566
Cassaday & Co Wealth Management
Virginia
$715K +$21.2K +75 +3%
CCC
567
Compass Capital Corp
Massachusetts
$712K +$709K +2,509 New
SC
568
Steph & Co
Wisconsin
$712K -$31.7K -112 -4%
SWM
569
Spire Wealth Management
Virginia
$711K -$2.54K -9 -0.4%
CAM
570
Cozad Asset Management
Illinois
$711K +$283 +1 +0%
WS
571
Wedbush Securities
California
$710K +$302K +1,070 +73%
HCA
572
Heck Capital Advisors
Wisconsin
$700K +$707K +2,500 New
ORC
573
O'Rourke & Company
Massachusetts
$699K +$20.4K +72 +3%
SFA
574
Sequoia Financial Advisors
Ohio
$696K +$104K +369 +17%
AWM
575
Aviso Wealth Management
Washington
$694K – – –
21 22
23
24 25