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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
651
Wedbush Securities
California
$370K +$12.7K +51 +4%
BOPW
652
Brandywine Oak Private Wealth
Pennsylvania
$369K – – –
BC
653
Bowman & Company
Wisconsin
$367K -$7.98K -32 -2%
TC
654
Trilogy Capital
California
$364K +$363K +1,457 New
GSIAS
655
Garden State Investment Advisory Services
New Jersey
$363K – – –
D
656
Diversified
Delaware
$361K +$360K +1,443 New
DWP
657
Daymark Wealth Partners
Ohio
$361K +$360K +1,442 New
BC
658
Burney Company
Virginia
$360K +$18.7K +75 +5%
SAM
659
S.A. Mason
Michigan
$359K -$26.2K -105 -7%
SM
660
Sensible Money
Arizona
$349K – – –
PFS
661
Prospect Financial Services
New York
$346K -$24.9K -100 -7%
DAS
662
Dynamic Advisor Solutions
Arizona
$346K -$36.9K -148 -10%
KA
663
Klingman & Associates
New York
$345K -$6.49K -26 -2%
APIM
664
Agate Pass Investment Management
Washington
$345K – – –
WF
665
WoodTrust Financial
Wisconsin
$343K +$342K +1,370 New
NIWA
666
New Insight Wealth Advisors
California
$343K +$114K +456 +50%
DIP
667
Davis Investment Partners
North Carolina
$342K – – –
PB
668
Pinnacle Bancorp
Nebraska
$342K +$9.73K +39 +3%
AMM
669
American Money Management
California
$341K – – –
BWL
670
Bogart Wealth LLC
Virginia
$341K +$33.7K +135 +11%
BW
671
BIP Wealth
Georgia
$338K -$11.2K -45 -3%
NCM
672
Narwhal Capital Management
Georgia
$338K – – –
NF
673
NavPoint Financial
Minnesota
$331K – – –
WFA
674
Wells Financial Advisors
Massachusetts
$330K -$80.1K -321 -20%
JWM
675
Jeppson Wealth Management
California
$329K -$998 -4 -0.3%
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