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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
751
First Trust Investment Solutions
Florida
$246K +$221K +1,017 New
PG
752
Proffitt & Goodson
Tennessee
$244K – – –
WP
753
Wealthspan Partners
Iowa
$244K +$7.82K +36 +4%
MFT
754
Moisand Fitzgerald Tamayo
Florida
$242K – – –
ICG
755
InterOcean Capital Group
Tennessee
$237K -$373K -1,719 -64%
MW
756
Marcum Wealth
Ohio
$235K +$211K +970 New
LWM
757
LongView Wealth Management
Georgia
$234K +$216K +993 New
DFG
758
Dupree Financial Group
Kentucky
$233K +$209K +965 New
PCM
759
Parsons Capital Management
Rhode Island
$231K – – –
TT
760
TI-Trust
Illinois
$231K – – –
SCP
761
Stevens Capital Partners
Nebraska
$228K +$204K +942 New
VBWMG
762
Von Berge Wealth Management Group
California
$228K – – –
NFA
763
Northwest Financial Advisors
Virginia
$224K +$201K +927 New
GT
764
Greenleaf Trust
Michigan
$224K +$201K +926 New
JPWM
765
Jamison Private Wealth Management
Georgia
$223K +$57.1K +263 +40%
SI
766
Saxon Interests
Texas
$223K +$200K +923 New
PWMAG
767
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$200K +922 New
SFMG
768
Sage Financial Management Group
Virginia
$222K +$199K +918 New
EFG
769
Embree Financial Group
Illinois
$220K +$197K +909 New
BMCM
770
Bryn Mawr Capital Management
Pennsylvania
$220K -$6.95K -32 -3%
FT
771
Fiduciary Trust
Massachusetts
$219K +$197K +907 New
FL
772
FreeGulliver LLC
Louisiana
$218K +$196K +901 New
KFP
773
KMG Fiduciary Partners
Ohio
$215K +$193K +890 New
CIA
774
Capital Investment Advisors
Georgia
$215K +$193K +889 New
MIM
775
Macroview Investment Management
Maryland
$215K +$179K +824 +1,288%
29 30
31
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