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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
651
MBL Wealth
North Carolina
$242K +$240K +975 New
NRI
652
NFP Retirement Inc
California
$239K +$237K +962 New
CTA
653
Colonial Trust Advisors
South Carolina
$237K -$143K -580 -38%
CFGS
654
Concourse Financial Group Securities
Alabama
$235K -$131K -530 -36%
RIS
655
Retirement Income Solutions
Michigan
$233K – – –
NF
656
Norwood Financial
Pennsylvania
$232K -$35.7K -145 -13%
FT
657
Fiduciary Trust
Massachusetts
$232K +$49.7K +202 +27%
DWM
658
Doyle Wealth Management
Florida
$228K -$2.71K -11 -1%
VFA
659
Valeo Financial Advisors
Indiana
$228K +$1.23K +5 +0.5%
PCM
660
Parsons Capital Management
Rhode Island
$224K – – –
PFG
661
PAX Financial Group
Texas
$224K +$28.6K +116 +15%
CGA
662
Crescent Grove Advisors
Illinois
$223K – – –
TNA
663
True North Advisors
Texas
$223K – – –
CG
664
Cutler Group
California
$223K +$222K +900 New
EWM
665
Echo Wealth Management
Minnesota
$222K – – –
HWAM
666
Hennion & Walsh Asset Management
New Jersey
$221K +$43.6K +177 +25%
HPC
667
HM Payson & Co
Maine
$220K – – –
BCI
668
Brinker Capital Investments
Pennsylvania
$219K -$64.8K -263 -23%
IBOK
669
Independence Bank of Kentucky
Kentucky
$219K -$34.5K -140 -14%
FCM
670
Fourpath Capital Management
Oklahoma
$217K -$12.8K -52 -6%
CIA
671
Compass Ion Advisors
Pennsylvania
$217K – – –
SPI
672
Sutton Place Investors
New York
$217K – – –
BWM
673
BNC Wealth Management
Oregon
$215K -$82.5K -335 -28%
GGS
674
Galvin Gaustad & Stein
Arizona
$215K -$54.2K -220 -20%
MIC
675
Means Investment Company
Maine
$214K – – –
25 26
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