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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
726
Syverson Strege & Co
Iowa
$28K +$30.8K +142 New
MCM
727
MV Capital Management
Maryland
$27K +$29.5K +136 New
CAAS
728
Capital Asset Advisory Services
Michigan
$25K -$867 -4 -3%
SCA
729
Stonebridge Capital Advisors
Minnesota
$25K +$5.42K +25 +24%
HFS
730
Heritage Financial Services
Massachusetts
$25K +$28.2K +130 New
PWM
731
Provident Wealth Management
Tennessee
$24K – – –
BFPW
732
BOK Financial Private Wealth
Colorado
$24K +$26K +120 New
S
733
Surevest
California
$23K -$6.07K -28 -19%
BFG
734
Baron Financial Group
New Jersey
$22.9K – – –
TCM
735
Triumph Capital Management
Colorado
$22K +$4.29M +19,795 +1,643%
RWA
736
RGT Wealth Advisors
Texas
$21K +$23.4K +108 New
EBA
737
Eagle Bay Advisors
New York
$20.9K +$23K +106 New
CPFP
738
Clear Perspectives Financial Planning
Ohio
$20K -$10.8K -50 -33%
AFS
739
Annapolis Financial Services
Maryland
$20K – – –
AIC
740
Archer Investment Corporation
Indiana
$19.7K – – –
GWA
741
Gibson Wealth Advisors
Texas
$19K – – –
M
742
MOTCO
Texas
$18K – – –
PC
743
Pecaut & Co
Iowa
$18K +$3.25K +15 +20%
CWM
744
Castle Wealth Management
Florida
$18K +$19.7K +91 New
AFG
745
Albion Financial Group
Utah
$17K – – –
OSAM
746
O'Shaughnessy Asset Management
Connecticut
$17K – – –
WB
747
Webster Bank
Connecticut
$17K – – –
FF
748
FourThought Financial
Florida
$17K +$4.34K +20 +31%
IWP
749
IAG Wealth Partners
Wisconsin
$16K – – –
OHWP
750
Oak Harbor Wealth Partners
North Carolina
$16K – – –
28 29
30
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