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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
726
Regent Peak Wealth Advisors
Georgia
$394K +$383K +1,325 New
PWP
727
Principle Wealth Partners
Connecticut
$393K – – –
GSF
728
Grove Street Fiduciary
New Hampshire
$393K – – –
CIC
729
Cutler Investment Counsel
Oregon
$389K +$11.5K +40 +3%
WPA
730
Wealth Preservation Advisors
Tennessee
$387K +$6.93K +24 +2%
A
731
Argentarii
Ohio
$385K +$57.2K +198 +18%
WCM
732
WealthTrak Capital Management
Virginia
$385K +$1.73K +6 +0.5%
TC
733
Trilogy Capital
California
$383K -$15.9K -55 -4%
WSFS
734
Wilmington Savings Fund Society
Delaware
$383K -$295K -1,021 -44%
NP
735
NorthRock Partners
Minnesota
$383K +$1.73K +6 +0.5%
ZBNA
736
Zions Bancorporation, National Association
Utah
$382K – – –
SA
737
SFI Advisors
New Jersey
$382K +$2.6K +9 +0.7%
JWM
738
Jeppson Wealth Management
California
$382K +$577 +2 +0.2%
PCH
739
PGIM Custom Harvest
New Jersey
$382K -$53.7K -186 -13%
WI
740
WrapManager Inc
California
$379K -$492K -1,703 -57%
SAI
741
Savvy Advisors Inc
New York
$378K -$9.53K -33 -3%
SL
742
Salomon & Ludwin
Virginia
$378K -$1.73K -6 -0.5%
NWWA
743
New Wave Wealth Advisors
Arkansas
$377K -$5.66M -19,611 -94%
KFS
744
Kaizen Financial Strategies
California
$377K +$41K +142 +13%
CIA
745
Capital Investment Advisors
Georgia
$376K +$9.24K +32 +3%
BI
746
Binnacle Investments
Iowa
$374K -$8.66K -30 -2%
APIM
747
Agate Pass Investment Management
Washington
$372K -$36.7K -127 -9%
ETC
748
Exchange Traded Concepts
Oklahoma
$372K -$6.64K -23 -2%
GC
749
Gilbert & Cook
Iowa
$371K +$360K +1,246 New
BWL
750
Bogart Wealth LLC
Virginia
$370K -$43.3K -150 -11%
28 29
30
31 32