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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
751
Gen-Wealth Partners
Michigan
$323K +$1.94K +7 +0.5%
CCC
752
Compass Capital Corp
Massachusetts
$323K -$312K -1,125 -45%
JWM
753
Jeppson Wealth Management
California
$323K +$277 +1 +0.1%
CWM
754
Copia Wealth Management
Oregon
$323K +$25.5K +92 +8%
WA
755
Wambolt & Associates
Colorado
$320K -$13K -47 -4%
FWP
756
Forefront Wealth Partners
Texas
$319K -$1.94K -7 -0.5%
CIC
757
Cutler Investment Counsel
Oregon
$319K – – –
CAS
758
Coppell Advisory Solutions
Texas
$316K +$8.04K +29 +2%
OFS
759
Oldfather Financial Services
Nebraska
$316K +$94.5K +341 +37%
DIP
760
Davis Investment Partners
North Carolina
$316K – – –
CA
761
Continuum Advisory
Idaho
$314K -$28.5K -103 -8%
HB
762
Horizon Bancorp
Indiana
$314K -$1.26M -4,564 -79%
SFS
763
Strategic Financial Services
New York
$313K – – –
WP
764
Wealthspan Partners
Iowa
$311K -$6.37K -23 -2%
SMC
765
Smith, Moore & Co
Missouri
$308K +$42.7K +154 +14%
WCM
766
WealthTrak Capital Management
Virginia
$307K -$18.6K -67 -5%
TC
767
Trilogy Capital
California
$305K -$94.8K -342 -22%
MA
768
MAS Advisors
Florida
$303K -$62.6K -226 -16%
WPA
769
Wealth Preservation Advisors
Tennessee
$302K +$332K +1,198 New
SVWAG
770
Sound View Wealth Advisors Group
Georgia
$300K – – –
AMM
771
American Money Management
California
$300K -$11.4K -41 -3%
AIS
772
American Investment Services
Massachusetts
$299K – – –
KWM
773
Keebeck Wealth Management
Illinois
$299K +$7.76K +28 +2%
CC
774
Courier Capital
New York
$298K +$54K +195 +20%
WA
775
WBH Advisory
Maryland
$298K +$3.05K +11 +0.9%
29 30
31
32 33