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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
651
Ancora Advisors
Ohio
$45K -$50.1K -207 -55%
BW
652
Bison Wealth
Georgia
$45K – – –
BWM
653
BerganKDV Wealth Management
Minnesota
$44K – – –
BFC
654
Bedel Financial Consulting
Indiana
$43K – – –
BCM
655
Bourgeon Capital Management
Connecticut
$41K – – –
PC
656
Permanens Capital
New York
$40K -$36.3K -150 -50%
BAM
657
Barrett Asset Management
New York
$40K – – –
DWP
658
Destiny Wealth Partners
Florida
$40K +$35.8K +148 New
MPCG
659
Matrix Private Capital Group
New York
$39K – – –
MWP
660
Meridian Wealth Partners
Pennsylvania
$37K – – –
TF
661
Tompkins Financial
New York
$37K – – –
HDIM
662
Hanson & Doremus Investment Management
Vermont
$36K – – –
IF
663
Ironwood Financial
Arizona
$35K – – –
FCM
664
Firestone Capital Management
Florida
$33K – – –
BFG
665
Baron Financial Group
New Jersey
$29.7K – – –
FGAM
666
Financial Gravity Asset Management
Texas
$29K +$26.4K +109 New
IA
667
IFS Advisors
Kansas
$29K +$26.8K +111 New
RG
668
Retirement Group
California
$28K – – –
AFS
669
Annapolis Financial Services
Maryland
$27K +$24.2K +100 New
CWP
670
Concord Wealth Partners
Virginia
$25K +$23K +95 New
LS
671
Leelyn Smith
Illinois
$24K -$1.45K -6 -6%
CB
672
Community Bank
New York
$24K – – –
PFO
673
Pathstone Family Office
New Jersey
$23K – – –
CIA
674
Cascade Investment Advisors
Oregon
$20.6K +$6.53K +27 +54%
COCM
675
Charter Oak Capital Management
New Hampshire
$20K +$17.7K +73 New
25 26
27
28 29