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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
676
Von Berge Wealth Management Group
California
$262K +$306K +1,067 New
AIA
677
Arcadia Investment Advisors
Idaho
$261K – – –
VFA
678
Valeo Financial Advisors
Indiana
$258K +$43.9K +153 +20%
PCM
679
Parsons Capital Management
Rhode Island
$254K – – –
CGA
680
Crescent Grove Advisors
Illinois
$253K -$17.8K -62 -6%
MAG
681
Mokosak Advisory Group
Iowa
$253K -$10.9K -38 -4%
TNA
682
True North Advisors
Texas
$253K +$258K +899 New
HPC
683
HM Payson & Co
Maine
$250K +$171K +598 +208%
QCM
684
Quest Capital Management
Texas
$248K -$287 -1 -0.1%
EWM
685
Echo Wealth Management
Minnesota
$248K – – –
CIA
686
Compass Ion Advisors
Pennsylvania
$247K +$287 +1 +0.1%
TFS
687
TrustCore Financial Services
Tennessee
$246K -$37.3K -130 -13%
HIS
688
Horizon Investment Services
Indiana
$246K +$7.74K +27 +3%
SFWC
689
Strategic Family Wealth Counselors
New Jersey
$244K +$249K +867 New
MIC
690
Means Investment Company
Maine
$243K – – –
GPA
691
Garrison Point Advisors
California
$241K – – –
SGK
692
Steigerwald Gordon & Koch
Virginia
$238K – – –
RPC
693
Rossmore Private Capital
Connecticut
$237K – – –
ACA
694
Aptus Capital Advisors
Alabama
$235K +$72K +251 +43%
HW
695
Hancock Whitney
Mississippi
$233K – – –
CWA
696
Consilium Wealth Advisory
Texas
$232K +$237K +825 New
MSA
697
McAlister Sweet & Associates
Texas
$231K +$235K +821 New
MW
698
Marcum Wealth
Ohio
$229K +$233K +814 New
PA
699
Procyon Advisors
Connecticut
$228K -$13.5K -47 -5%
SWA
700
SFMG Wealth Advisors
Texas
$227K – – –
26 27
28
29 30