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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
4A
601
4Wealth Advisors
Illinois
$620K +$626K +2,214 New
NL
602
NWAM LLC
Washington
$620K +$16.4K +58 +3%
AR
603
Apeiron RIA
Texas
$619K +$20.9K +74 +3%
AIM
604
Athena Investment Management
California
$616K +$9.89K +35 +2%
BB
605
Bell Bank
North Dakota
$612K – – –
CFS
606
Coordinated Financial Services
Colorado
$611K +$617K +2,182 New
VA
607
Valmark Advisers
Ohio
$610K -$369K -1,307 -37%
FA
608
Fiducient Advisors
Illinois
$609K -$155K -550 -20%
CWC
609
Carolinas Wealth Consulting
North Carolina
$609K -$48.9K -173 -7%
WSFS
610
Wilmington Savings Fund Society
Delaware
$607K +$35K +124 +6%
SIC
611
Salem Investment Counselors
North Carolina
$599K – – –
FT
612
Fiduciary Trust
Massachusetts
$596K -$36.5K -129 -6%
NIM
613
Northeast Investment Management
Massachusetts
$592K – – –
PSF
614
Pacific Sun Financial
California
$589K -$5.65K -20 -0.9%
FC
615
Fusion Capital
South Carolina
$587K +$45.5K +161 +8%
SDWMA
616
Schneider Downs Wealth Management Advisors
Pennsylvania
$585K +$848 +3 +0.1%
AWM
617
Axxcess Wealth Management
California
$584K -$61.3K -217 -9%
LDB
618
Lee, Danner & Bass
Tennessee
$581K -$29.7K -105 -5%
SAM
619
Silvercrest Asset Management
New York
$579K – – –
RI
620
Rinkey Investments
California
$579K +$76.3K +270 +15%
CIS
621
Custom Index Systems
New York
$578K -$586K -2,073 -50%
CA
622
CoreCap Advisors
Michigan
$572K +$45.8K +162 +9%
WAG
623
Wheelhouse Advisory Group
Missouri
$571K -$79.1K -280 -12%
SCA
624
Snowden Capital Advisors
New York
$571K +$28K +99 +5%
PL
625
Plancorp LLC
Missouri
$567K -$11.6K -41 -2%
23 24
25
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