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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
601
Nvest Wealth Strategies
Ohio
$724K +$723K +2,398 New
ORC
602
O'Rourke & Company
Massachusetts
$724K +$905 +3 +0.1%
MFS
603
McNamara Financial Services
Massachusetts
$718K -$35.9K -119 -5%
WMA
604
William Mack & Associates
Michigan
$716K -$31.7K -105 -4%
ALA
605
Atlas Legacy Advisors
California
$714K +$74.5K +247 +12%
WEG
606
World Equity Group
Illinois
$711K +$35.6K +118 +5%
PIA
607
Perennial Investment Advisors
California
$711K -$153K -506 -18%
KW
608
Keyvantage Wealth
Pennsylvania
$708K -$70.9K -235 -9%
5NPW
609
55 North Private Wealth
Florida
$706K +$705K +2,338 New
AF
610
Advisornet Financial
Minnesota
$701K -$28.4K -94 -4%
PA
611
Procyon Advisors
Connecticut
$699K +$13.9K +46 +2%
HFRG
612
Houlihan Financial Resource Group
Virginia
$698K +$390K +1,292 +131%
FC
613
Fusion Capital
South Carolina
$697K +$35K +116 +5%
CCM
614
Coldstream Capital Management
Washington
$691K -$37.1K -123 -5%
CW
615
CreativeOne Wealth
Kansas
$689K -$28.4K -94 -4%
GS
616
GWN Securities
Florida
$688K +$88.4K +293 +15%
CIAS
617
Capital Investment Advisory Services
North Carolina
$688K +$132K +436 +24%
GJIA
618
Glass Jacobson Investment Advisors
Maryland
$682K – – –
AIA
619
Arrow Investment Advisors
Maryland
$682K +$681K +2,257 New
TFGT
620
TS Financial Group (TSFG)
Illinois
$679K +$302 +1 +0%
CIA
621
Choate Investment Advisors
Massachusetts
$672K – – –
OGF
622
Orin Green Financial
California
$672K – – –
ICMM
623
Integrated Capital Management (Michigan)
Michigan
$668K -$10.3K -34 -2%
WAG
624
Wheelhouse Advisory Group
Missouri
$664K +$94.4K +313 +17%
JAWA
625
John A. Wolfe & Associates
Michigan
$664K +$663K +2,197 New
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