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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
676
Rockbridge Investment Management
New York
$679K – – –
IAIM
677
International Assets Investment Management
Florida
$679K +$318K +935 +99%
ICMM
678
Integrated Capital Management (Michigan)
Michigan
$679K -$113K -331 -15%
MIG
679
McGuire Investment Group
Rhode Island
$675K +$14.3K +42 +2%
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$673K -$539K -1,583 -46%
SFP
681
Shepherd Financial Partners
Massachusetts
$667K -$9.88K -29 -2%
CWRP
682
Cassady Wealth & Retirement Planning
Nevada
$666K -$46.3K -136 -7%
SG
683
StoneX Group
New York
$664K -$320K -938 -34%
EAM
684
Everstar Asset Management
North Carolina
$659K – – –
SIP
685
Sellwood Investment Partners
Oregon
$655K +$610K +1,790 New
PPC
686
Pennington Partners & Co
Maryland
$655K +$41.9K +123 +7%
RWM
687
RKL Wealth Management
Pennsylvania
$654K -$1.36K -4 -0.2%
OCM
688
Orleans Capital Management
Louisiana
$654K +$64K +188 +12%
WFPG
689
Waller Financial Planning Group
Ohio
$653K -$64.4K -189 -10%
WF
690
WoodTrust Financial
Wisconsin
$652K -$5.11K -15 -0.8%
FCP
691
Fidelis Capital Partners
Florida
$650K – – –
SW
692
SlateStone Wealth
Florida
$649K +$24.2K +71 +4%
NP
693
NorthRock Partners
Minnesota
$648K -$64.7K -190 -10%
MOS
694
MGO One Seven
Ohio
$646K -$21.1K -62 -3%
VCP
695
Verus Capital Partners
Arizona
$645K +$129K +378 +27%
SW
696
SteelPeak Wealth
California
$645K +$151K +444 +34%
SEIA
697
Signature Estate & Investment Advisors
California
$642K -$497K -1,459 -45%
NL
698
NWAM LLC
Washington
$640K +$14.6K +43 +3%
GA
699
Greenspring Advisors
Maryland
$638K -$27.3K -80 -4%
SWA
700
Sightline Wealth Advisors
Connecticut
$636K -$214K -628 -27%
26 27
28
29 30