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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
SignatureFD
Georgia
$428K – – –
SIC
702
Salem Investment Counselors
North Carolina
$427K +$39K +135 +10%
BOPW
703
Brandywine Oak Private Wealth
Pennsylvania
$426K – – –
HWM
704
Hemington Wealth Management
Virginia
$425K -$43.3K -150 -9%
SWA
705
Sightline Wealth Advisors
Connecticut
$421K +$121K +419 +42%
JPWM
706
Jamison Private Wealth Management
Georgia
$416K +$14.1K +49 +4%
EL
707
EWA LLC
Pennsylvania
$415K +$289 +1 +0.1%
SM
708
Sensible Money
Arizona
$415K – – –
KWM
709
Keebeck Wealth Management
Illinois
$413K – – –
CWM
710
Copia Wealth Management
Oregon
$409K +$26.8K +93 +7%
NF
711
NavPoint Financial
Minnesota
$408K +$11.3K +39 +3%
BC
712
Bowman & Company
Wisconsin
$408K -$21.7K -75 -5%
GSIAS
713
Garden State Investment Advisory Services
New Jersey
$407K – – –
CPA
714
Cardiff Park Advisors
California
$404K +$577 +2 +0.1%
SCTC
715
Sanibel Captiva Trust Company
Florida
$403K +$3.46K +12 +0.9%
LP
716
LGL Partners
Pennsylvania
$402K – – –
NCM
717
Narwhal Capital Management
Georgia
$402K – – –
PD
718
Planning Directions
Pennsylvania
$402K -$33.2K -115 -8%
SCM
719
SOL Capital Management
Maryland
$400K -$79.4K -275 -17%
SWM
720
Segment Wealth Management
Texas
$399K – – –
SAM
721
Smithbridge Asset Management
Pennsylvania
$397K -$9.53K -33 -2%
DIP
722
Davis Investment Partners
North Carolina
$396K +$289 +1 +0.1%
PCM
723
Passive Capital Management
Maryland
$396K – – –
CAS
724
Coppell Advisory Solutions
Texas
$395K +$33.2K +115 +10%
WB
725
West Bancorporation
Iowa
$395K +$383K +1,328 New
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