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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
576
Sadoff Investment Management
Wisconsin
$331K +$328K +1,334 New
TA
577
TFG Advisers
Michigan
$330K – – –
PAS
578
Park Avenue Securities
New York
$329K +$26.3K +107 +9%
CWM
579
Comprehensive Wealth Management
Washington
$328K +$59.3K +241 +22%
CPA
580
Cardiff Park Advisors
California
$326K +$54.2K +220 +20%
AWM
581
Angeles Wealth Management
California
$324K +$321K +1,305 New
TFA
582
TPG Financial Advisors
Oregon
$322K -$28.3K -115 -8%
WAG
583
Winthrop Advisory Group
Massachusetts
$321K -$30.8K -125 -9%
SWM
584
Segment Wealth Management
Texas
$321K – – –
NP
585
NorthRock Partners
Minnesota
$320K -$2.22K -9 -0.7%
CT
586
Caldwell Trust
Florida
$319K -$12.6K -51 -4%
KA
587
Kovack Advisors
Florida
$319K -$12.1K -49 -4%
PFO
588
Pathstone Family Office
New Jersey
$319K – – –
WKWM
589
Walter & Keenan Wealth Management
Indiana
$316K +$19.9K +81 +7%
WDL
590
Well Done LLC
Michigan
$312K +$309K +1,256 New
KA
591
Klingman & Associates
New York
$310K -$25.9K -105 -8%
USCWA
592
U.S. Capital Wealth Advisors
Texas
$310K -$1.72K -7 -0.6%
CM
593
Capital Management
Virginia
$310K – – –
AWM
594
Altium Wealth Management
New York
$309K -$41.4K -168 -12%
GWM
595
Gray Wealth Management
Maine
$308K +$9.6K +39 +3%
SFS
596
Strategic Financial Services
New York
$307K – – –
TC
597
TownSquare Capital
Utah
$306K +$120K +489 +66%
XF
598
XML Financial
Maryland
$305K -$985 -4 -0.3%
WI
599
Wintrust Investments
Illinois
$305K – – –
PAMG
600
Patton Albertson Miller Group
Tennessee
$303K -$61.6K -250 -17%
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