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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Coldstream Capital Management
Washington
$686K -$5.97K -19 -0.8%
CCA
627
Clarity Capital Advisors
Florida
$685K -$41.8K -133 -6%
MFS
628
McNamara Financial Services
Massachusetts
$684K -$35.8K -114 -5%
AIA
629
Arrow Investment Advisors
Maryland
$682K – – –
IAA
630
Independence Asset Advisors
Pennsylvania
$682K +$709K +2,257 New
PJC
631
Phillip James Consulting
Minnesota
$682K +$2.29M +7,279 New
HFRG
632
Houlihan Financial Resource Group
Virginia
$682K -$6.29K -20 -0.9%
TFGT
633
TS Financial Group (TSFG)
Illinois
$680K – – –
BCIM
634
Bishop & Co Investment Management
Pennsylvania
$678K -$8.72M -27,741 -93%
CIAS
635
Capital Investment Advisory Services
North Carolina
$676K -$11.9K -38 -2%
OGF
636
Orin Green Financial
California
$672K – – –
GB
637
Goepper Burkhardt
South Carolina
$672K -$114K -364 -14%
WEG
638
World Equity Group
Illinois
$671K -$41.8K -133 -6%
GJIA
639
Glass Jacobson Investment Advisors
Maryland
$670K -$12.9K -41 -2%
ST
640
Smithfield Trust
Pennsylvania
$668K +$44K +140 +7%
ICMM
641
Integrated Capital Management (Michigan)
Michigan
$661K -$8.17K -26 -1%
NWA
642
Northwest Wealth Advisors
Washington
$659K +$27K +86 +4%
BB
643
Bell Bank
North Dakota
$659K +$3.77K +12 +0.6%
CWRP
644
Cassady Wealth & Retirement Planning
Nevada
$656K -$59.4K -189 -9%
JAWA
645
John A. Wolfe & Associates
Michigan
$655K +$943 +3 +0.1%
HPC
646
HM Payson & Co
Maine
$654K +$426K +1,355 +168%
ORC
647
O'Rourke & Company
Massachusetts
$652K -$75.4K -240 -10%
CWM
648
CCG Wealth Management
California
$651K +$3.46K +11 +0.5%
RIS
649
Richmond Investment Services
Wisconsin
$649K – – –
MWM
650
Maridea Wealth Management
New York
$645K -$14.1K -45 -2%
24 25
26
27 28