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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Affiance Financial
Minnesota
$13K – – –
DAC
727
Dividend Assets Capital
South Carolina
$13K – – –
FP
728
Financial Perspectives
Minnesota
$12.2K – – –
APC
729
Aspire Private Capital
North Carolina
$12K -$9.51K -34 -45%
ARIS
730
Advanced Research Investment Solutions
California
$12K – – –
BA
731
Bellwether Advisors
Nebraska
$12K – – –
M
732
MOTCO
Texas
$12K – – –
AFG
733
Albion Financial Group
Utah
$12K +$11.2K +40 New
FCA
734
FinTrust Capital Advisors
South Carolina
$10K – – –
PC
735
Pecaut & Co
Iowa
$10K +$9.79K +35 New
SCA
736
Stuart Chaussee & Associates
California
$10K +$10.1K +36 New
BL
737
Balentine LLC
Georgia
$9K – – –
MAWCM
738
Mine & Arao Wealth Creation & Management
California
$9K – – –
PWMG
739
Prestige Wealth Management Group
New Jersey
$8K – – –
GWS
740
Glassman Wealth Services
Virginia
$6K -$2.52K -9 -29%
CAM
741
Costello Asset Management
Pennsylvania
$6K – – –
PK
742
Pflug Koory
Nebraska
$6K – – –
TCM
743
TD Capital Management
Tennessee
$6K – – –
MD
744
Money Design
Japan
$5K – – –
SWM
745
Selective Wealth Management
Virginia
$5K +$2.8K +10 +125%
FHC
746
First Horizon Corporation
Tennessee
$5K +$5.04K +18 New
AWM
747
AllSquare Wealth Management
New York
$4K – – –
CAL
748
Capital Analysts LLC
Pennsylvania
$4K +$4.2K +15 New
PAIM
749
Punch & Associates Investment Management
Minnesota
$4K +$4.2K +15 New
MWM
750
MTC Wealth Management
Florida
$3.81K +$281K +1,004 +8%
28 29
30
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