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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
726
HeadInvest LLC
Maine
$262K -$94.6K -379 -27%
JPWM
727
Jamison Private Wealth Management
Georgia
$261K +$9.48K +38 +4%
CF
728
Convergence Financial
Missouri
$260K +$259K +1,038 New
CVA
729
Central Valley Advisors
California
$260K +$78.1K +313 New
HSA
730
HBK Sorce Advisory
Pennsylvania
$257K +$56.4K +226 +28%
TA
731
TFG Advisers
Michigan
$256K -$40.7K -163 -14%
FAM
732
Formidable Asset Management
Ohio
$254K +$254K +1,017 New
FTIS
733
First Trust Investment Solutions
Florida
$254K – – –
TFA
734
TPG Financial Advisors
Oregon
$252K +$252K +1,009 New
CA
735
Clearstead Advisors
Ohio
$251K -$12K -48 -5%
MFT
736
Moisand Fitzgerald Tamayo
Florida
$249K -$998 -4 -0.4%
FNB
737
Farmers National Bank
Kentucky
$249K +$29.4K +118 +13%
SMC
738
Smith, Moore & Co
Missouri
$249K -$21.2K -85 -8%
SCM
739
Steele Capital Management
Iowa
$248K – – –
ES
740
Eagle Strategies
New York
$247K -$820K -3,285 -77%
S
741
SignatureFD
Georgia
$247K – – –
AA
742
Apriem Advisors
California
$246K +$246K +985 New
CFG
743
Carr Financial Group
Massachusetts
$246K -$12.5K -50 -5%
SIA
744
Soltis Investment Advisors
Utah
$243K +$243K +973 New
HWMG
745
Hurlow Wealth Management Group
Indiana
$241K +$240K +962 New
SCP
746
Stevens Capital Partners
Nebraska
$240K +$499 +2 +0.2%
NEWAS
747
N.E.W. Advisory Services
Wisconsin
$239K +$43.2K +173 +22%
PCM
748
Parsons Capital Management
Rhode Island
$239K – – –
TT
749
TI-Trust
Illinois
$239K – – –
SPI
750
Sutton Place Investors
New York
$237K -$93.8K -376 -28%
28 29
30
31 32