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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
LongView Wealth Management
Georgia
$492K -$16.3K -52 -3%
MAM
727
MWA Asset Management
Massachusetts
$490K +$23.6K +75 +5%
PWM
728
Provident Wealth Management
Tennessee
$490K – – –
ATPW
729
Ashton Thomas Private Wealth
Arizona
$487K -$308K -981 -38%
JDLA
730
J. Derek Lewis & Associates
California
$486K +$35.5K +113 +8%
CIA
731
Capital Investment Advisors
Georgia
$485K +$112K +357 +29%
CT
732
Caldwell Trust
Florida
$484K +$2.2K +7 +0.4%
OCM
733
Orleans Capital Management
Louisiana
$484K – – –
I
734
INVST
Indiana
$483K +$7.54K +24 +2%
AR
735
Apeiron RIA
Texas
$481K -$1.57K -5 -0.3%
BOPW
736
Brandywine Oak Private Wealth
Pennsylvania
$481K +$49.3K +157 +11%
HCP
737
Hexagon Capital Partners
Arkansas
$479K +$498K +1,585 New
AG
738
Ascent Group
Virginia
$479K -$3.14K -10 -0.6%
FSBI
739
Fearless Solutions (Best Invest)
Texas
$478K – – –
BW
740
BIP Wealth
Georgia
$477K -$394K -1,253 -44%
PB
741
Pinnacle Bancorp
Nebraska
$477K +$28.3K +90 +6%
KW
742
Keyvantage Wealth
Pennsylvania
$475K -$243K -774 -33%
AWA
743
Amplius Wealth Advisors
Pennsylvania
$471K – – –
JPWM
744
Jamison Private Wealth Management
Georgia
$469K +$14.1K +45 +3%
FA
745
FF Advisors
California
$467K +$440K +1,401 New
SIS
746
Strategic Investment Solutions
Illinois
$466K -$23.9K -76 -5%
S
747
SignatureFD
Georgia
$465K +$2.51K +8 +0.5%
CC
748
Courier Capital
New York
$464K – – –
FTWA
749
Fifth Third Wealth Advisors
Ohio
$464K +$85.2K +271 +21%
APIM
750
Agate Pass Investment Management
Washington
$461K +$314 +1 +0.1%
28 29
30
31 32