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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
751
Zions Bancorporation
Utah
$368K +$16.1K +57 +5%
WA
752
Wambolt & Associates
Colorado
$368K -$43.8K -155 -11%
SWM
753
Segment Wealth Management
Texas
$363K – – –
BC
754
Burney Company
Virginia
$362K -$33.6K -119 -8%
WCM
755
WealthTrak Capital Management
Virginia
$361K +$364K +1,288 New
JWM
756
Jeppson Wealth Management
California
$359K -$10.7K -38 -3%
NP
757
NorthRock Partners
Minnesota
$358K +$1.13K +4 +0.3%
GWP
758
Gen-Wealth Partners
Michigan
$358K – – –
FWP
759
Forefront Wealth Partners
Texas
$357K +$361K +1,276 New
PTC
760
Private Trust Company
Ohio
$356K – – –
CIC
761
Cutler Investment Counsel
Oregon
$355K – – –
PWG
762
Portside Wealth Group
Utah
$353K +$8.2K +29 +2%
WP
763
Wealthspan Partners
Iowa
$353K – – –
CAS
764
Coppell Advisory Solutions
Texas
$348K +$107K +378 +44%
SFS
765
Strategic Financial Services
New York
$348K – – –
AMM
766
American Money Management
California
$345K -$37.6K -133 -10%
FCP
767
Fidelis Capital Partners
Florida
$345K +$337K +1,193 New
VFP
768
Verus Financial Partners
Virginia
$341K – – –
EW
769
Elyxium Wealth
California
$339K +$7.07K +25 +2%
UAG
770
United Advisor Group
Ohio
$339K -$231K -818 -40%
SVWAG
771
Sound View Wealth Advisors Group
Georgia
$334K -$3.11K -11 -0.9%
AF
772
Apollon Financial
South Carolina
$334K +$18.1K +64 +6%
CWM
773
Copia Wealth Management
Oregon
$333K +$336K +1,189 New
AIS
774
American Investment Services
Massachusetts
$332K – – –
WIM
775
WealthPlan Investment Management
Nebraska
$332K +$335K +1,185 New
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