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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
676
Sax Wealth Advisors
New Jersey
$326K +$41.7K +192 +17%
LW
677
Linscomb Wealth
Texas
$325K – – –
GI
678
Gradient Investments
Minnesota
$325K +$42.3K +195 +17%
PB
679
Pinnacle Bancorp
Nebraska
$324K -$651 -3 -0.2%
CIC
680
Cutler Investment Counsel
Oregon
$324K -$2.17K -10 -0.7%
PWP
681
Principle Wealth Partners
Connecticut
$324K +$4.99K +23 +2%
AIM
682
Anchor Investment Management
South Carolina
$322K +$13.2K +61 +5%
SEP
683
Southland Equity Partners
Missouri
$320K +$1.74K +8 +0.6%
PFG
684
PAX Financial Group
Texas
$320K +$17.4K +80 +6%
DFG
685
Delta Financial Group
New Jersey
$320K +$70.3K +324 +32%
IPW
686
Invictus Private Wealth
Colorado
$320K – – –
NF
687
NavPoint Financial
Minnesota
$320K +$287K +1,323 New
SPI
688
Sutton Place Investors
New York
$320K -$6.95K -32 -2%
SW
689
SteelPeak Wealth
California
$319K +$21.5K +99 +8%
JWM
690
Jeppson Wealth Management
California
$319K -$63.4K -292 -18%
GWSG
691
GPS Wealth Strategies Group
Colorado
$318K +$80.1K +369 +39%
SGCA
692
Steel Grove Capital Advisors
Tennessee
$317K -$32.6K -150 -10%
DWT
693
Dorsey & Whitney Trust
South Dakota
$317K -$21.9K -101 -7%
BA
694
Bluesphere Advisors
Pennsylvania
$315K +$67.7K +312 +31%
CT
695
Caldwell Trust
Florida
$313K -$39.9K -184 -12%
MIG
696
McGuire Investment Group
Rhode Island
$313K +$76.2K +351 +37%
SWM
697
Segment Wealth Management
Texas
$313K – – –
NP
698
NorthRock Partners
Minnesota
$313K -$7.38K -34 -3%
CPA
699
Cardiff Park Advisors
California
$308K +$651 +3 +0.2%
DIP
700
Davis Investment Partners
North Carolina
$308K – – –
26 27
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29 30