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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
651
Pacific Sun Financial
California
$614K -$9.05K -30 -1%
SWM
652
Silverlake Wealth Management
Vermont
$612K +$14.2K +47 +2%
SAM
653
Silvercrest Asset Management
New York
$612K +$16K +53 +3%
MS
654
Monetary Solutions
Ohio
$612K +$611K +2,026 New
IA
655
IFG Advisory
Georgia
$608K +$46.5K +154 +8%
FA
656
FSA Advisors
Michigan
$604K +$603K +2,000 New
DWS
657
Discipline Wealth Solutions
South Carolina
$601K -$3.92K -13 -0.6%
MFG
658
MidWestOne Financial Group
Iowa
$596K – – –
WJA
659
Willis Johnson & Associates
Texas
$595K – – –
WPWM
660
Windward Private Wealth Management
Kansas
$592K -$123K -407 -17%
TFG
661
Taylor Financial Group
Virginia
$589K – – –
OFS
662
Oldfather Financial Services
Nebraska
$585K -$22.6K -75 -4%
GPW
663
Genesis Private Wealth
Virginia
$584K -$13.9K -46 -2%
CAS
664
Coppell Advisory Solutions
Texas
$582K +$176K +584 +44%
DWP
665
Daymark Wealth Partners
Ohio
$580K -$72.1K -239 -11%
TVAMP
666
Tennessee Valley Asset Management Partners
Tennessee
$578K -$2.71K -9 -0.5%
CFO
667
Callan Family Office
Pennsylvania
$578K +$577K +1,914 New
BMWS
668
Brady Martz Wealth Solutions
North Dakota
$576K -$905 -3 -0.2%
RA
669
Resolute Advisors
California
$573K +$1.51K +5 +0.3%
TC
670
Trilogy Capital
California
$572K +$183K +607 +47%
LCWP
671
Legacy Capital Wealth Partners
Arkansas
$570K +$6.33K +21 +1%
PMG
672
ProVise Management Group
Florida
$570K – – –
I
673
InvesTrust
Oklahoma
$568K +$54.9K +182 +11%
CFSG
674
Clark Financial Services Group
Missouri
$567K -$1.13M -3,736 -67%
FFL
675
Financial Freedom LLC
Ohio
$566K +$302 +1 +0.1%
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