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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Segment Wealth Management
Texas
$338K – – –
CIC
702
Cutler Investment Counsel
Oregon
$335K -$13.5K -55 -4%
DIP
703
Davis Investment Partners
North Carolina
$334K – – –
CPA
704
Cardiff Park Advisors
California
$333K +$491 +2 +0.2%
PCH
705
PGIM Custom Harvest
New Jersey
$330K -$33.4K -136 -10%
ZB
706
Zions Bancorporation
Utah
$328K – – –
SFS
707
Strategic Financial Services
New York
$324K +$3.68K +15 +1%
SWM
708
Silverlake Wealth Management
Vermont
$323K -$66.3K -270 -18%
BWL
709
Bogart Wealth LLC
Virginia
$320K – – –
PFG
710
PAX Financial Group
Texas
$320K -$21.6K -88 -7%
NL
711
NWAM LLC
Washington
$319K -$40.3K -164 -12%
PWG
712
Portside Wealth Group
Utah
$318K +$300K +1,221 New
SW
713
SteelPeak Wealth
California
$318K -$24.3K -99 -8%
VFP
714
Verus Financial Partners
Virginia
$317K – – –
SVWAG
715
Sound View Wealth Advisors Group
Georgia
$311K – – –
AIS
716
American Investment Services
Massachusetts
$309K +$292K +1,187 New
WA
717
WBH Advisory
Maryland
$309K +$3.44K +14 +1%
TA
718
TFG Advisers
Michigan
$309K +$3.19K +13 +1%
CGA
719
Crescent Grove Advisors
Illinois
$308K +$85.5K +348 +42%
FG
720
Fairman Group
Pennsylvania
$307K +$491 +2 +0.2%
KBFS
721
Kohmann Bosshard Financial Services
Ohio
$306K -$12.8K -52 -4%
OFS
722
Oldfather Financial Services
Nebraska
$301K – – –
SWA
723
Sax Wealth Advisors
New Jersey
$300K -$48.6K -198 -15%
CC
724
Courier Capital
New York
$298K -$1.23K -5 -0.4%
AWA
725
Arkadios Wealth Advisors
Georgia
$298K +$15K +61 +6%
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