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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
601
NWAM LLC
Washington
$561K +$4.16K +15 +0.7%
FWM
602
Fingerlakes Wealth Management
New York
$560K -$9.7K -35 -2%
CIA
603
Choate Investment Advisors
Massachusetts
$560K +$208K +750 +51%
AR
604
Apeiron RIA
Texas
$559K +$3.05K +11 +0.5%
BB
605
Bell Bank
North Dakota
$551K – – –
NI
606
NCP Inc
California
$537K +$73.7K +266 +14%
NIM
607
Northeast Investment Management
Massachusetts
$532K – – –
PSF
608
Pacific Sun Financial
California
$532K +$2.77K +10 +0.5%
FC
609
Fusion Capital
South Carolina
$529K +$554 +2 +0.1%
SDWMA
610
Schneider Downs Wealth Management Advisors
Pennsylvania
$526K – – –
LDB
611
Lee, Danner & Bass
Tennessee
$523K – – –
SAM
612
Silvercrest Asset Management
New York
$520K – – –
RI
613
Rinkey Investments
California
$520K – – –
RIA
614
Regal Investment Advisors
Michigan
$519K -$92.3K -333 -14%
SAM
615
Smartleaf Asset Management
Massachusetts
$517K +$272K +982 +93%
ST
616
Smithfield Trust
Pennsylvania
$514K +$18.6K +67 +3%
SIC
617
Salem Investment Counselors
North Carolina
$513K -$27.7K -100 -5%
CWC
618
Carolinas Wealth Consulting
North Carolina
$513K -$37.4K -135 -6%
OGF
619
Orin Green Financial
California
$512K +$616K +2,224 New
PL
620
Plancorp LLC
Missouri
$509K – – –
FG
621
Fairman Group
Pennsylvania
$504K +$554 +2 +0.1%
SW
622
SlateStone Wealth
Florida
$504K – – –
1W
623
1776 Wealth
Georgia
$503K – – –
ANBT
624
American National Bank & Trust
Texas
$502K +$113K +407 +26%
GPW
625
Genesis Private Wealth
Virginia
$500K +$20.5K +74 +4%
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