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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
751
Concord Wealth Partners
Virginia
$8K -$17.2K -60 -67%
MAWCM
752
Mine & Arao Wealth Creation & Management
California
$8K – – –
PWMG
753
Prestige Wealth Management Group
New Jersey
$8K – – –
BA
754
Ballast Advisors
Minnesota
$7K -$54.4K -190 -88%
CAM
755
Costello Asset Management
Pennsylvania
$6K – – –
GWS
756
Glassman Wealth Services
Virginia
$6K – – –
SWM
757
Selective Wealth Management
Virginia
$5K – – –
TCM
758
TD Capital Management
Tennessee
$5K – – –
NL
759
NVWM LLC
Pennsylvania
$5K +$5.44K +19 New
AWM
760
AllSquare Wealth Management
New York
$4K – – –
PAIM
761
Punch & Associates Investment Management
Minnesota
$4K – – –
LC
762
Lindbrook Capital
California
$3K -$286 -1 -8%
PWA
763
Phoenix Wealth Advisors
North Carolina
$3K – – –
RIA
764
RPG Investment Advisory
California
$3K – – –
KIG
765
Kowal Investment Group
Wisconsin
$3K +$3.15K +11 New
TCWM
766
Total Clarity Wealth Management
Illinois
$3K +$3.44K +12 New
TCM
767
Tradewinds Capital Management
Washington
$2K – – –
CCM
768
Cribstone Capital Management
Maine
$2K +$2K +7 New
FRA
769
Front Row Advisors
California
$1K – – –
WBC
770
West Branch Capital
Massachusetts
$1K – – –
PPWM
771
PFG Private Wealth Management
Florida
$1K +$1.15K +4 New
FFC
772
First Financial Corp
Indiana
$1K +$1.43K +5 New
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