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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
751
LaSalle St. Investment Advisors
Illinois
$540K -$89.6K -263 -15%
CF
752
Convergence Financial
Missouri
$539K -$4.77K -14 -0.9%
KFS
753
Kaizen Financial Strategies
California
$538K +$34.4K +101 +7%
PMG
754
ProVise Management Group
Florida
$537K -$6.13K -18 -1%
BCG
755
Bravias Capital Group
New Jersey
$531K -$8.18K -24 -2%
AGWCA
756
Annis Gardner Whiting Capital Advisors
Florida
$530K – – –
JPWM
757
Jamison Private Wealth Management
Georgia
$530K -$35.1K -103 -7%
ST
758
Spinnaker Trust
Maine
$528K – – –
FFC
759
First Financial Corp
Indiana
$528K -$70.2K -206 -12%
SAM
760
S.A. Mason
Michigan
$528K – – –
PP
761
PDS Planning
Ohio
$525K +$118K +345 +32%
BOPW
762
Brandywine Oak Private Wealth
Pennsylvania
$524K -$53.5K -157 -10%
HC
763
Headland Capital
South Carolina
$523K – – –
CCA
764
Clearwater Capital Advisors
Illinois
$522K – – –
WP
765
Wealthspan Partners
Iowa
$522K +$57.6K +169 +13%
NAMP
766
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$521K +$5.11K +15 +1%
AW
767
Alteri Wealth
California
$520K – – –
ACA
768
Arsenal Capital Advisors
Pennsylvania
$516K +$49.7K +146 +12%
SFS
769
Strategic Financial Services
New York
$515K – – –
SM
770
Sensible Money
Arizona
$515K +$4.43K +13 +0.9%
CCMG
771
Clark Capital Management Group
Pennsylvania
$514K -$8.52K -25 -2%
FA
772
FF Advisors
California
$512K – – –
TFG
773
Taylor Financial Group
Virginia
$509K -$194K -569 -29%
LWM
774
LongView Wealth Management
Georgia
$509K -$38.8K -114 -8%
KWM
775
Keebeck Wealth Management
Illinois
$507K – – –
29 30
31
32 33