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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
726
Capital Analysts LLC
Pennsylvania
$402K +$287K +1,015 +242%
BC
727
Bowman & Company
Wisconsin
$402K -$10.7K -38 -3%
NCM
728
Next Capital Management
New York
$402K +$405K +1,434 New
BOPW
729
Brandywine Oak Private Wealth
Pennsylvania
$401K -$9.04K -32 -2%
MA
730
MAS Advisors
Florida
$400K -$64.2K -227 -14%
JPWM
731
Jamison Private Wealth Management
Georgia
$400K +$35.6K +126 +10%
CIA
732
Capital Investment Advisors
Georgia
$395K -$62.7K -222 -14%
LWM
733
LongView Wealth Management
Georgia
$395K +$14.1K +50 +4%
SM
734
Sensible Money
Arizona
$390K – – –
BWL
735
Bogart Wealth LLC
Virginia
$387K +$1.41K +5 +0.4%
APIM
736
Agate Pass Investment Management
Washington
$386K – – –
PCH
737
PGIM Custom Harvest
New Jersey
$386K +$11.3K +40 +3%
GSIAS
738
Garden State Investment Advisory Services
New Jersey
$383K – – –
BMCM
739
Bryn Mawr Capital Management
Pennsylvania
$380K +$383K +1,356 New
CPA
740
Cardiff Park Advisors
California
$379K +$20.9K +74 +6%
RPWA
741
Regent Peak Wealth Advisors
Georgia
$379K – – –
CA
742
Continuum Advisory
Idaho
$378K +$283 +1 +0.1%
NCM
743
Narwhal Capital Management
Georgia
$378K – – –
JFG
744
JMG Financial Group
Illinois
$378K +$74.1K +262 +24%
RIS
745
Richmond Investment Services
Wisconsin
$374K +$377K +1,335 New
NF
746
NavPoint Financial
Minnesota
$372K +$565 +2 +0.2%
SL
747
Salomon & Ludwin
Virginia
$371K -$24.3K -86 -6%
DIP
748
Davis Investment Partners
North Carolina
$371K – – –
GSF
749
Grove Street Fiduciary
New Hampshire
$369K +$373K +1,319 New
WFA
750
Wells Financial Advisors
Massachusetts
$369K -$1.41K -5 -0.4%
28 29
30
31 32