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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SlateStone Wealth
Florida
$561K +$283 +1 +0%
1W
627
1776 Wealth
Georgia
$560K – – –
TVAMP
628
Tennessee Valley Asset Management Partners
Tennessee
$555K – – –
CWM
629
CCG Wealth Management
California
$555K – – –
ST
630
Smithfield Trust
Pennsylvania
$552K -$83.4K -295 -13%
WJA
631
Willis Johnson & Associates
Texas
$552K +$283 +1 +0.1%
KFS
632
Kaizen Financial Strategies
California
$550K +$99.5K +352 +22%
AWP
633
Axis Wealth Partners
Rhode Island
$544K +$549K +1,942 New
BMWS
634
Brady Martz Wealth Solutions
North Dakota
$540K +$540K +1,911 New
AIM
635
Anchor Investment Management
South Carolina
$538K -$19.8K -70 -4%
SW
636
SteelPeak Wealth
California
$537K +$226K +798 +71%
RWM
637
RKL Wealth Management
Pennsylvania
$536K – – –
GPW
638
Genesis Private Wealth
Virginia
$536K +$541K +1,914 New
HCP
639
Hexagon Capital Partners
Arkansas
$536K -$35K -124 -6%
GLA
640
Good Life Advisors
Pennsylvania
$535K – – –
RIM
641
Rockbridge Investment Management
New York
$532K – – –
KFSN
642
Keystone Financial Services (Nebraska)
Nebraska
$531K +$536K +1,896 New
MW
643
Marcum Wealth
Ohio
$529K +$534K +1,890 New
SPC
644
Sigma Planning Corp
Michigan
$529K -$54.6K -193 -9%
FHA
645
Flagship Harbor Advisors
Massachusetts
$528K -$103K -366 -16%
RA
646
Resolute Advisors
California
$528K +$565 +2 +0.1%
TFG
647
Taylor Financial Group
Virginia
$525K – – –
FFL
648
Financial Freedom LLC
Ohio
$524K – – –
OC
649
Oppenheimer & Co
New York
$524K +$9.04K +32 +2%
DWP
650
Daymark Wealth Partners
Ohio
$523K +$74.3K +263 +16%
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