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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
751
Aspen Grove Capital
Colorado
$547K – – –
TP
752
Thayer Partners
Pennsylvania
$544K – – –
CWS
753
Confluence Wealth Services
Pennsylvania
$544K +$228K +670 +82%
LSIA
754
LaSalle St. Investment Advisors
Illinois
$540K -$89.6K -263 -15%
CF
755
Convergence Financial
Missouri
$539K -$4.77K -14 -0.9%
KFS
756
Kaizen Financial Strategies
California
$538K +$34.4K +101 +7%
PMG
757
ProVise Management Group
Florida
$537K -$6.13K -18 -1%
BCG
758
Bravias Capital Group
New Jersey
$531K -$8.18K -24 -2%
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$530K – – –
JPWM
760
Jamison Private Wealth Management
Georgia
$530K -$35.1K -103 -7%
ST
761
Spinnaker Trust
Maine
$528K – – –
FFC
762
First Financial Corp
Indiana
$528K -$70.2K -206 -12%
SAM
763
S.A. Mason
Michigan
$528K – – –
FI
764
Financial Insights
Washington
$527K -$2.73K -8 -0.6%
PP
765
PDS Planning
Ohio
$525K +$118K +345 +32%
BOPW
766
Brandywine Oak Private Wealth
Pennsylvania
$524K -$53.5K -157 -10%
HC
767
Headland Capital
South Carolina
$523K – – –
CCA
768
Clearwater Capital Advisors
Illinois
$522K – – –
WP
769
Wealthspan Partners
Iowa
$522K +$57.6K +169 +13%
NAMP
770
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$521K +$5.11K +15 +1%
AW
771
Alteri Wealth
California
$520K – – –
ACA
772
Arsenal Capital Advisors
Pennsylvania
$516K +$49.7K +146 +12%
SFS
773
Strategic Financial Services
New York
$515K – – –
SM
774
Sensible Money
Arizona
$515K +$4.43K +13 +0.9%
CCMG
775
Clark Capital Management Group
Pennsylvania
$514K -$8.52K -25 -2%
29 30
31
32 33