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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
576
Arete Wealth Advisors
Illinois
$629K +$25.5K +92 +4%
HFRG
577
Houlihan Financial Resource Group
Virginia
$628K -$72.6K -262 -9%
SFA
578
Sequoia Financial Advisors
Ohio
$622K -$3.88K -14 -0.6%
CCM
579
Coldstream Capital Management
Washington
$621K -$333K -1,202 -33%
EAM
580
Everstar Asset Management
North Carolina
$618K -$316K -1,140 -32%
GT
581
Glenview Trust
Kentucky
$618K – – –
BP
582
Ballentine Partners
Massachusetts
$614K – – –
AF
583
Advisornet Financial
Minnesota
$610K -$11.6K -42 -2%
PWP
584
Principle Wealth Partners
Connecticut
$607K -$8.31K -30 -1%
PMG
585
ProVise Management Group
Florida
$606K -$7.76K -28 -1%
AGC
586
Aspen Grove Capital
Colorado
$601K – – –
MFG
587
Magnus Financial Group
New York
$600K +$1.11K +4 +0.2%
WWA
588
Wisconsin Wealth Advisors
Wisconsin
$600K -$16.6K -60 -2%
CW
589
CreativeOne Wealth
Kansas
$600K -$206K -743 -24%
S4W
590
Solutions 4 Wealth
Texas
$598K +$554 +2 +0.1%
GSC
591
Ground Swell Capital
South Carolina
$597K +$658K +2,373 New
ECM
592
Evergreen Capital Management
Washington
$596K -$62.3K -225 -9%
AWM
593
Aviso Wealth Management
Washington
$588K -$40.2K -145 -6%
SS
594
SBI Securities
Japan
$587K +$129K +466 +25%
MSAM
595
Moloney Securities Asset Management
Missouri
$578K +$21.1K +76 +3%
WSFS
596
Wilmington Savings Fund Society
Delaware
$574K +$31.3K +113 +5%
CFS
597
Coordinated Financial Services
Colorado
$570K +$23K +83 +4%
FA
598
Fiducient Advisors
Illinois
$566K +$20K +72 +3%
KFI
599
Key Financial Inc
Pennsylvania
$565K -$13.6K -49 -2%
AIM
600
Athena Investment Management
California
$563K +$10.3K +37 +2%
22 23
24
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