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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
726
Trilogy Capital
California
$372K +$33.5K +130 +11%
SCTC
727
Sanibel Captiva Trust Company
Florida
$371K +$345K +1,341 New
SWM
728
Segment Wealth Management
Texas
$371K – – –
NF
729
NavPoint Financial
Minnesota
$369K – – –
PCM
730
Passive Capital Management
Maryland
$368K – – –
CA
731
Continuum Advisory
Idaho
$367K +$19.3K +75 +6%
DIP
732
Davis Investment Partners
North Carolina
$366K – – –
PWP
733
Principle Wealth Partners
Connecticut
$366K -$281K -1,090 -45%
GSF
734
Grove Street Fiduciary
New Hampshire
$365K – – –
GLA
735
Good Life Advisors
Pennsylvania
$365K -$1.03K -4 -0.3%
SAI
736
Savvy Advisors Inc
New York
$361K +$336K +1,303 New
SIC
737
Salem Investment Counselors
North Carolina
$360K -$191K -740 -36%
FCH
738
Freestone Capital Holdings
Washington
$359K -$4.38K -17 -1%
FWP
739
Forefront Wealth Partners
Texas
$357K +$1.8K +7 +0.6%
BI
740
Binnacle Investments
Iowa
$356K -$13.1K -51 -4%
WCM
741
WealthTrak Capital Management
Virginia
$356K +$17K +66 +5%
ZBNA
742
Zions Bancorporation, National Association
Utah
$356K -$7.47K -29 -2%
JWM
743
Jeppson Wealth Management
California
$355K – – –
NP
744
NorthRock Partners
Minnesota
$355K -$3.86K -15 -1%
CWM
745
Copia Wealth Management
Oregon
$355K – – –
WPA
746
Wealth Preservation Advisors
Tennessee
$354K +$20.3K +79 +7%
SA
747
SFI Advisors
New Jersey
$353K -$578K -2,244 -64%
ETC
748
Exchange Traded Concepts
Oklahoma
$353K +$328K +1,273 New
CIC
749
Cutler Investment Counsel
Oregon
$351K – – –
GWP
750
Gen-Wealth Partners
Michigan
$351K -$4.89K -19 -1%
28 29
30
31 32