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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
576
NWAM LLC
Washington
$576K +$552K +2,155 New
SIC
577
Salem Investment Counselors
North Carolina
$572K +$23.1K +90 +4%
AR
578
Apeiron RIA
Texas
$571K +$27.2K +106 +5%
PSF
579
Pacific Sun Financial
California
$568K -$2.56K -10 -0.5%
SFA
580
Sequoia Financial Advisors
Ohio
$566K +$60.7K +237 +13%
NIM
581
Northeast Investment Management
Massachusetts
$565K – – –
MSAM
582
Moloney Securities Asset Management
Missouri
$561K -$15.9K -62 -3%
SDWMA
583
Schneider Downs Wealth Management Advisors
Pennsylvania
$557K +$21.8K +85 +4%
SPC
584
Sigma Planning Corp
Michigan
$556K -$1.79K -7 -0.3%
SAM
585
Silvercrest Asset Management
New York
$553K – – –
PL
586
Plancorp LLC
Missouri
$552K -$256 -1 -0%
SFI
587
SPC Financial Inc
Maryland
$547K -$5.38K -21 -1%
WSFS
588
Wilmington Savings Fund Society
Delaware
$547K +$524K +2,044 New
HCP
589
Hexagon Capital Partners
Arkansas
$544K -$26.6K -104 -5%
UAG
590
United Advisor Group
Ohio
$542K +$243K +947 +88%
PP
591
Pegasus Partners
Wisconsin
$536K – – –
SW
592
SlateStone Wealth
Florida
$535K +$513K +2,001 New
1W
593
1776 Wealth
Georgia
$534K – – –
TVAMP
594
Tennessee Valley Asset Management Partners
Tennessee
$534K +$68.7K +268 +16%
AIM
595
Anchor Investment Management
South Carolina
$532K +$83.3K +325 +20%
CWM
596
CCG Wealth Management
California
$530K -$1.79K -7 -0.4%
WJA
597
Willis Johnson & Associates
Texas
$527K -$51.2K -200 -9%
JCM
598
Jacobi Capital Management
Pennsylvania
$520K -$147K -575 -23%
SCA
599
Snowden Capital Advisors
New York
$518K -$1.79K -7 -0.4%
FC
600
Fusion Capital
South Carolina
$518K +$1.02K +4 +0.2%
22 23
24
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