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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
576
Patton Albertson Miller Group
Tennessee
$414K – – –
NIM
577
Northeast Investment Management
Massachusetts
$414K +$421K +1,468 New
GFS
578
GYL Financial Synergies
Connecticut
$414K +$421K +1,469 New
AWA
579
Amplius Wealth Advisors
Pennsylvania
$413K +$421K +1,468 New
LW
580
Linscomb Wealth
Texas
$405K – – –
CIC
581
Cutler Investment Counsel
Oregon
$403K -$7.74K -27 -2%
WAG
582
Winthrop Advisory Group
Massachusetts
$400K -$4.01K -14 -1%
AWM
583
Altium Wealth Management
New York
$399K +$14.6K +51 +4%
GSEP
584
Golden State Equity Partners
California
$399K +$94.3K +329 +30%
TWM
585
Thrive Wealth Management
Pennsylvania
$399K +$406K +1,417 New
TFA
586
TPG Financial Advisors
Oregon
$398K -$208K -724 -34%
PG
587
Prostatis Group
Maryland
$397K -$104K -361 -20%
ZB
588
Zions Bancorporation
Utah
$392K – – –
MSFS
589
Main Street Financial Solutions
Pennsylvania
$391K +$35.3K +123 +10%
TWM
590
Triton Wealth Management
Arizona
$387K -$18.9K -66 -4%
TI
591
Trexquant Investment
Connecticut
$384K +$391K +1,362 New
SMC
592
Smith, Moore & Co
Missouri
$383K +$3.73K +13 +1%
CWA
593
Clarus Wealth Advisors
Arizona
$383K +$414K +1,442 New
SC
594
Scotia Capital
Ontario, Canada
$381K -$3.15K -11 -0.8%
KA
595
Klingman & Associates
New York
$381K – – –
PP
596
Pegasus Partners
Wisconsin
$377K – – –
CT
597
Caldwell Trust
Florida
$377K -$1.43K -5 -0.4%
KA
598
Kovack Advisors
Florida
$376K -$17.2K -60 -4%
KP
599
Keel Point
Alabama
$376K – – –
TA
600
TFG Advisers
Michigan
$375K +$6.31K +22 +2%
22 23
24
25 26