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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
601
Parametric Portfolio Associates
Washington
$371K +$83.5K +291 +28%
PFO
602
Pathstone Family Office
New Jersey
$367K +$370K +1,289 New
NP
603
NorthRock Partners
Minnesota
$366K -$103K -360 -22%
LWP
604
Lumature Wealth Partners
Georgia
$366K -$3.73K -13 -1%
SWM
605
Segment Wealth Management
Texas
$365K – – –
ECM
606
Evergreen Capital Management
Washington
$362K +$4.3K +15 +1%
W
607
Wealthquest
Ohio
$359K +$6.88K +24 +2%
BIM
608
Baldwin Investment Management
Pennsylvania
$358K – – –
USCWA
609
U.S. Capital Wealth Advisors
Texas
$354K -$574 -2 -0.2%
CM
610
Capital Management
Virginia
$352K – – –
SFS
611
Strategic Financial Services
New York
$349K – – –
XF
612
XML Financial
Maryland
$348K – – –
SFG
613
StrategIQ Financial Group
Indiana
$347K +$87.5K +305 +33%
WI
614
Wintrust Investments
Illinois
$346K +$8.6K +30 +3%
PAS
615
Park Avenue Securities
New York
$344K -$16.9K -59 -5%
BWM
616
BNC Wealth Management
Oregon
$339K -$6.02K -21 -2%
GWM
617
Gray Wealth Management
Maine
$339K +$15.8K +55 +5%
IPW
618
Intergy Private Wealth
Colorado
$339K +$345K +1,203 New
GT
619
Glenview Trust
Kentucky
$338K – – –
CFG
620
Citizens Financial Group
Rhode Island
$337K +$15.5K +54 +5%
5L
621
55I LLC
Massachusetts
$336K -$97.8K -341 -22%
SVWAG
622
Sound View Wealth Advisors Group
Georgia
$336K – – –
WKWM
623
Walter & Keenan Wealth Management
Indiana
$336K +$34.1K +119 +11%
WA
624
WBH Advisory
Maryland
$334K – – –
AFAS
625
Acorn Financial Advisory Services
Virginia
$328K +$50.2K +175 +18%
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