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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Provident Wealth Management
Tennessee
$24K – – –
BFPW
727
BOK Financial Private Wealth
Colorado
$24K +$26K +120 New
S
728
Surevest
California
$23K -$6.07K -28 -19%
BFG
729
Baron Financial Group
New Jersey
$22.9K – – –
TCM
730
Triumph Capital Management
Colorado
$22K +$4.29M +19,795 +1,643%
RWA
731
RGT Wealth Advisors
Texas
$21K +$23.4K +108 New
EBA
732
Eagle Bay Advisors
New York
$20.9K +$23K +106 New
CPFP
733
Clear Perspectives Financial Planning
Ohio
$20K -$10.8K -50 -33%
AFS
734
Annapolis Financial Services
Maryland
$20K – – –
AIC
735
Archer Investment Corporation
Indiana
$19.7K – – –
GWA
736
Gibson Wealth Advisors
Texas
$19K – – –
M
737
MOTCO
Texas
$18K – – –
PC
738
Pecaut & Co
Iowa
$18K +$3.25K +15 +20%
CWM
739
Castle Wealth Management
Florida
$18K +$19.7K +91 New
AFG
740
Albion Financial Group
Utah
$17K – – –
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$17K – – –
WB
742
Webster Bank
Connecticut
$17K – – –
FF
743
FourThought Financial
Florida
$17K +$4.34K +20 +31%
IWP
744
IAG Wealth Partners
Wisconsin
$16K – – –
OHWP
745
Oak Harbor Wealth Partners
North Carolina
$16K – – –
SC
746
Stephens Consulting
Michigan
$15.8K – – –
AWM
747
Abound Wealth Management
Tennessee
$15.2K -$21.2K -98 -56%
BCMLT
748
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K – – –
BWL
749
Bogart Wealth LLC
Virginia
$15K +$16.9K +78 New
EWA
750
EverSource Wealth Advisors
Alabama
$14K -$8.89K -41 -37%
28 29
30
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