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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
701
Petix & Botte Financial
California
$517K -$24.7K -82 -5%
SW
702
SlateStone Wealth
Florida
$514K +$302 +1 +0.1%
UI
703
Unconventional Investor
New Hampshire
$512K +$905 +3 +0.2%
FFC
704
First Financial Corp
Indiana
$511K +$29.9K +99 +6%
IAIM
705
International Assets Investment Management
Florida
$511K +$235K +778 +85%
TFS
706
Thoroughbred Financial Services
Tennessee
$508K +$36.5K +121 +8%
BFA
707
Beacon Financial Advisory
Ohio
$505K -$1.81K -6 -0.4%
LWM
708
LongView Wealth Management
Georgia
$501K +$15.1K +50 +3%
CMP
709
Christine Messmer PC
Pennsylvania
$500K +$499K +1,654 New
FHA
710
Flagship Harbor Advisors
Massachusetts
$498K -$28.7K -95 -5%
FDW
711
Fourth Dimension Wealth
Ohio
$495K -$4.53K -15 -0.9%
LW
712
Livet Wealth
Utah
$490K +$490K +1,623 New
PWM
713
Provident Wealth Management
Tennessee
$489K – – –
SIS
714
Strategic Investment Solutions
Illinois
$489K -$365K -1,211 -43%
OCM
715
Orleans Capital Management
Louisiana
$483K +$151K +500 +45%
RPSA
716
Richard P. Slaughter Associates
Texas
$483K -$5.73K -19 -1%
AG
717
Ascent Group
Virginia
$482K -$18.1K -60 -4%
CT
718
Caldwell Trust
Florida
$482K -$6.94K -23 -1%
AR
719
Apeiron RIA
Texas
$482K -$102K -339 -18%
AIM
720
Athena Investment Management
California
$480K -$98K -325 -17%
PCA
721
Prosperity Capital Advisors
Ohio
$478K -$1.02M -3,380 -68%
FSBI
722
Fearless Solutions (Best Invest)
Texas
$477K -$22.6K -75 -5%
I
723
INVST
Indiana
$476K -$55.2K -183 -10%
AWA
724
Amplius Wealth Advisors
Pennsylvania
$471K – – –
MAM
725
MWA Asset Management
Massachusetts
$467K -$9.65K -32 -2%
27 28
29
30 31