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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
651
DT Investment Partners
Pennsylvania
$100K +$110K +513 New
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$97K -$5.15K -24 -5%
HR
653
Howe & Rusling
New York
$96K – – –
BWA
654
BDO Wealth Advisors
Florida
$96K +$215 +1 +0.2%
SWM
655
Spire Wealth Management
Virginia
$95K -$495K -2,308 -83%
BEI
656
Benjamin Edwards Inc
Missouri
$95K -$2.79K -13 -3%
CSWG
657
Cardinal Strategic Wealth Guidance
Kentucky
$94K – – –
PA
658
PSI Advisors
Florida
$93K -$10.7K -50 -10%
DWMG
659
DB Wealth Management Group
California
$92K -$31.3K -146 -24%
CIAS
660
Capital Investment Advisory Services
North Carolina
$92K – – –
LB
661
Legacy Bridge
Iowa
$92K – – –
FDCDDQ
662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87K – – –
CDIA
663
Capital Directions Investment Advisors
Georgia
$87K -$95.3K -444 Closed
BWM
664
Baystate Wealth Management
Massachusetts
$86K -$3.43K -16 -4%
SSB
665
Sandy Spring Bank
Maryland
$85K – – –
FP
666
Financial Perspectives
Minnesota
$83.5K +$21.5K +100 +30%
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K +$89.9K +419 New
HDIM
668
Hanson & Doremus Investment Management
Vermont
$81K +$56K +261 +171%
PSB
669
Piscataqua Savings Bank
New Hampshire
$78K – – –
LWP
670
Laurel Wealth Planning
Minnesota
$75K – – –
GEA
671
Glen Eagle Advisors
New Jersey
$74.4K +$25.8K +120 +46%
NFSG
672
Newbridge Financial Services Group
Florida
$74K +$40.8K +190 +99%
JWA
673
JFS Wealth Advisors
Pennsylvania
$61K – – –
TC
674
Truvestments Capital
Florida
$61K – – –
SBL
675
Sargent Bickham Lagudis
Colorado
$59K -$18.9K -88 -23%
25 26
27
28 29