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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$235K – – –
S
602
SignatureFD
Georgia
$231K -$9.32K -43 -4%
FHA
603
Flagship Harbor Advisors
Massachusetts
$231K +$254K +1,173 New
TC
604
TownSquare Capital
Utah
$229K -$15.4K -71 -6%
AR
605
Apeiron RIA
Texas
$229K +$25.1K +116 New
1IA
606
1834 Investment Advisors
Wisconsin
$227K +$173K +800 +227%
SMC
607
Smith, Moore & Co
Missouri
$224K -$43.8K -202 -15%
SCA
608
STALEY CAPITAL ADVISERS
Pennsylvania
$222K – – –
VNA
609
Valley National Advisers
Pennsylvania
$222K – – –
NCM
610
Novare Capital Management
North Carolina
$221K – – –
DAS
611
Dynamic Advisor Solutions
Arizona
$221K +$7.37K +34 +3%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$220K – – –
PL
613
Plancorp LLC
Missouri
$218K +$217 +1 +0.1%
W
614
WealthOne
New York
$217K +$16.9K +78 +8%
AFAS
615
Acorn Financial Advisory Services
Virginia
$215K -$13.4K -62 -5%
NSIM
616
North Star Investment Management
Illinois
$215K +$69.2K +319 +41%
LNWTC
617
Laird Norton Wetherby Trust Company
Washington
$215K +$237K +1,094 New
VBWMG
618
Von Berge Wealth Management Group
California
$214K – – –
B
619
Bailard
California
$213K – – –
TFGT
620
TS Financial Group (TSFG)
Illinois
$213K +$75.9K +350 +48%
TFS
621
TrustCore Financial Services
Tennessee
$211K – – –
AWA
622
Alaska Wealth Advisors
Alaska
$211K +$10.6K +49 +5%
CAG
623
Compass Advisory Group
New York
$211K +$232K +1,069 New
RT
624
Rockland Trust
Massachusetts
$209K – – –
LWP
625
Lumature Wealth Partners
Georgia
$205K -$32.3K -149 -13%
23 24
25
26 27