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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Caldwell Trust
Florida
$270K +$17.8K +82 +6%
BPFA
577
Barnes Pettey Financial Advisors
Mississippi
$269K +$296K +1,366 New
NCM
578
Narwhal Capital Management
Georgia
$266K +$293K +1,350 New
LW
579
Linscomb Wealth
Texas
$265K -$19.9K -92 -6%
TA
580
TFG Advisers
Michigan
$260K -$2.17K -10 -0.8%
1SB
581
1ST Source Bank
Indiana
$258K +$283K +1,307 New
AWM
582
Angeles Wealth Management
California
$257K – – –
MFWM
583
Motley Fool Wealth Management
Virginia
$257K +$282K +1,302 New
SWM
584
Segment Wealth Management
Texas
$255K – – –
TFA
585
TPG Financial Advisors
Oregon
$253K -$3.25K -15 -1%
PB
586
Pinnacle Bancorp
Nebraska
$251K +$184K +848 +200%
BA
587
Bluesphere Advisors
Pennsylvania
$248K -$172K -795 -39%
MOS
588
MGO One Seven
Ohio
$246K -$791K -3,651 -74%
MWA
589
Motive Wealth Advisors
Michigan
$246K -$125K -578 -32%
CM
590
Capital Management
Virginia
$246K – – –
KA
591
Klingman & Associates
New York
$246K – – –
GWM
592
Gray Wealth Management
Maine
$245K – – –
CA
593
CoreCap Advisors
Michigan
$244K +$38.2K +176 +17%
XF
594
XML Financial
Maryland
$243K – – –
SFS
595
Strategic Financial Services
New York
$242K -$2.38K -11 -0.9%
WI
596
Wintrust Investments
Illinois
$242K – – –
WP
597
Wealthspan Partners
Iowa
$241K -$47K -217 -15%
WA
598
WBH Advisory
Maryland
$240K – – –
AWM
599
Altium Wealth Management
New York
$238K -$8.02K -37 -3%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$236K -$43.4K -200 -14%
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