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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
676
Jeppson Wealth Management
California
$329K -$998 -4 -0.3%
CA
677
Continuum Advisory
Idaho
$328K -$11.7K -47 -3%
PCS
678
Personal CFO Solutions
New Jersey
$326K – – –
AC
679
Apella Capital
Connecticut
$325K -$17.2K -69 -5%
SWM
680
Segment Wealth Management
Texas
$324K – – –
NP
681
NorthRock Partners
Minnesota
$320K -$4.99K -20 -2%
CPA
682
Cardiff Park Advisors
California
$319K – – –
KWM
683
Keebeck Wealth Management
Illinois
$319K -$237K -948 -43%
PCH
684
PGIM Custom Harvest
New Jersey
$318K +$2K +8 +0.6%
CIC
685
Cutler Investment Counsel
Oregon
$317K -$4.49K -18 -1%
GWP
686
Gen-Wealth Partners
Michigan
$316K -$33.9K -136 -10%
ZB
687
Zions Bancorporation
Utah
$314K – – –
CT
688
Caldwell Trust
Florida
$311K -$17K -68 -5%
SFS
689
Strategic Financial Services
New York
$311K – – –
FIA
690
Foundations Investment Advisors
Arizona
$305K +$26.2K +105 +9%
VFP
691
Verus Financial Partners
Virginia
$304K – – –
KP
692
Keel Point
Alabama
$299K -$429K -1,720 -59%
SVWAG
693
Sound View Wealth Advisors Group
Georgia
$298K – – –
AIS
694
American Investment Services
Massachusetts
$297K – – –
LWM
695
LongView Wealth Management
Georgia
$297K +$16.2K +65 +6%
IPW
696
Invictus Private Wealth
Colorado
$296K -$29.2K -117 -9%
CGA
697
Crescent Grove Advisors
Illinois
$296K – – –
FG
698
Fairman Group
Pennsylvania
$295K – – –
MCCP
699
Mission Creek Capital Partners
California
$295K -$71.1K -285 -19%
PFG
700
PAX Financial Group
Texas
$295K -$11.5K -46 -4%
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