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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MD
576
Money Design
Japan
$7K +$4.55K +24 +240%
CWP
577
CFM Wealth Partners
Texas
$7K +$6.64K +35 New
HWM
578
Howard Wealth Management
Connecticut
$7K +$7.59K +40 New
BL
579
Balentine LLC
Georgia
$6K – – –
AIC
580
Archer Investment Corporation
Indiana
$5K -$3.42K -18 -44%
BWM
581
BerganKDV Wealth Management
Minnesota
$5K – – –
FMTCOCP
582
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5.12K +27 New
TCM
583
Tradewinds Capital Management
Washington
$4K – – –
SIS
584
SVB Investment Services
Utah
$4K +$3.79K +20 New
AWM
585
AllSquare Wealth Management
New York
$3K – – –
GWS
586
Glassman Wealth Services
Virginia
$3K – – –
TSW
587
Thompson Siegel & Walmsley
Virginia
$3K – – –
CIAS
588
Capital Investment Advisory Services
North Carolina
$2K -$22.6K -119 -92%
GWMIA
589
Global Wealth Management Investment Advisory
Florida
$2K -$569 -3 -27%
RIA
590
Realta Investment Advisors
Delaware
$2K – – –
SWM
591
Selective Wealth Management
Virginia
$2K – – –
1NWS
592
1 North Wealth Services
Maryland
$1K – – –
FRA
593
Front Row Advisors
California
$1K – – –
QAM
594
QCI Asset Management
New York
$1K – – –
BWL
595
Bogart Wealth LLC
Virginia
$1K +$949 +5 New
CI
596
Cordant Inc
Oregon
$1K +$949 +5 New
SMFS
597
Squar Milner Financial Services
California
$1K +$1.14K +6 New
LS
598
Leelyn Smith
Illinois
$35 +$33.2K +175 New
SFS
599
Summit Financial Strategies
Ohio
– -$22.1M -121,380 Closed
CWP
600
Capital Wealth Planning
Florida
– -$2.34M -12,721 Closed
22 23
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