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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
576
Pacific Sun Financial
California
$556K – – –
FHA
577
Flagship Harbor Advisors
Massachusetts
$556K +$2.95K +12 +0.6%
RIA
578
Regal Investment Advisors
Michigan
$555K +$59.4K +242 +13%
NIM
579
Northeast Investment Management
Massachusetts
$551K – – –
WIM
580
WealthPlan Investment Management
Nebraska
$551K +$45.4K +185 +10%
AIM
581
Athena Investment Management
California
$546K +$9.82K +40 +2%
SIC
582
Salem Investment Counselors
North Carolina
$542K – – –
BB
583
Bell Bank
North Dakota
$540K – – –
SAM
584
Silvercrest Asset Management
New York
$539K +$148K +604 +41%
QCM
585
QRG Capital Management
Illinois
$537K +$104K +425 +26%
RIM
586
Rockbridge Investment Management
New York
$534K -$118K -482 -19%
CWM
587
Cherrydale Wealth Management
New Jersey
$534K -$185K -755 -27%
GT
588
Glenview Trust
Kentucky
$533K -$10.3K -42 -2%
SFA
589
Sequoia Financial Advisors
Ohio
$532K -$29.7K -121 -6%
WA
590
Wambolt & Associates
Colorado
$531K -$324K -1,319 -39%
AR
591
Apeiron RIA
Texas
$523K +$36.1K +147 +8%
MSAM
592
Moloney Securities Asset Management
Missouri
$522K +$59.9K +244 +14%
SDWMA
593
Schneider Downs Wealth Management Advisors
Pennsylvania
$521K +$491K +2,000 New
1W
594
1776 Wealth
Georgia
$521K – – –
VAM
595
Verity Asset Management
North Carolina
$520K -$125K -509 -20%
ANTB
596
AMG National Trust Bank
Colorado
$520K +$49.1K +200 +11%
CWM
597
CCG Wealth Management
California
$518K – – –
PP
598
Pegasus Partners
Wisconsin
$514K – – –
PFBT
599
Parkside Financial Bank & Trust
Missouri
$511K – – –
IAIM
600
International Assets Investment Management
Florida
$504K +$479K +1,951 New
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