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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
751
Mine & Arao Wealth Creation & Management
California
$8K – – –
PWMG
752
Prestige Wealth Management Group
New Jersey
$8K – – –
BA
753
Ballast Advisors
Minnesota
$7K -$54.4K -190 -88%
CAM
754
Costello Asset Management
Pennsylvania
$6K – – –
GWS
755
Glassman Wealth Services
Virginia
$6K – – –
SWM
756
Selective Wealth Management
Virginia
$5K – – –
TCM
757
TD Capital Management
Tennessee
$5K – – –
NL
758
NVWM LLC
Pennsylvania
$5K +$5.44K +19 New
AWM
759
AllSquare Wealth Management
New York
$4K – – –
PAIM
760
Punch & Associates Investment Management
Minnesota
$4K – – –
LC
761
Lindbrook Capital
California
$3K -$286 -1 -8%
PWA
762
Phoenix Wealth Advisors
North Carolina
$3K – – –
RIA
763
RPG Investment Advisory
California
$3K – – –
KIG
764
Kowal Investment Group
Wisconsin
$3K +$3.15K +11 New
TCWM
765
Total Clarity Wealth Management
Illinois
$3K +$3.44K +12 New
TCM
766
Tradewinds Capital Management
Washington
$2K – – –
CCM
767
Cribstone Capital Management
Maine
$2K +$2K +7 New
FRA
768
Front Row Advisors
California
$1K – – –
WBC
769
West Branch Capital
Massachusetts
$1K – – –
PPWM
770
PFG Private Wealth Management
Florida
$1K +$1.15K +4 New
FFC
771
First Financial Corp
Indiana
$1K +$1.43K +5 New
BBHC
772
Brown Brothers Harriman & Co
New York
$265 – – –
WIM
773
Westside Investment Management
California
$27 – – –
EWA
774
Exencial Wealth Advisors
Oklahoma
– -$9.53M -32,879 Closed
FC
775
Ferris Capital
Massachusetts
– -$7.45M -25,716 Closed
29 30
31
32 33