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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
776
McDonald Partners
Ohio
$330K +$76.2K +264 +31%
FTWA
777
Fifth Third Wealth Advisors
Ohio
$329K -$13K -45 -4%
SPC
778
Sigma Planning Corp
Michigan
$329K -$69K -239 -18%
FWM
779
Fonville Wealth Management
Virginia
$329K – – –
GSWM
780
Golden State Wealth Management
California
$329K – – –
EFS
781
Essex Financial Services
Connecticut
$329K +$76.8K +266 +32%
OCM
782
Orleans Capital Management
Louisiana
$327K – – –
ATI
783
ARK & TLK Investments
Oklahoma
$327K – – –
FIA
784
FNY Investment Advisers
New York
$327K +$318K +1,100 New
IPW
785
Invictus Private Wealth
Colorado
$327K – – –
MWP
786
MYCIO Wealth Partners
Pennsylvania
$326K +$577 +2 +0.2%
FCBT
787
First Citizens Bank & Trust
North Carolina
$326K +$316K +1,096 New
IIA
788
IPG Investment Advisors
California
$325K – – –
PP
789
PDS Planning
Ohio
$324K – – –
MEAC
790
M.E. Allison & Co
Texas
$323K – – –
CAMG
791
CWA Asset Management Group
Florida
$323K – – –
CD
792
Chapin Davis
Maryland
$321K – – –
SA
793
Stewardship Advisors
Pennsylvania
$320K – – –
HWMG
794
Hurlow Wealth Management Group
Indiana
$319K – – –
CAGAS
795
Capital Advisory Group Advisory Services
Minnesota
$318K +$50.8K +176 +20%
AW
796
Alteri Wealth
California
$316K +$307K +1,062 New
BLFG
797
Brian Low Financial Group
Louisiana
$314K -$45.3K -157 -13%
ALC
798
Alexander Labrunerie & Co
Missouri
$311K +$21.4K +74 +8%
WA
799
WBH Advisory
Maryland
$311K – – –
PW
800
PUREfi Wealth
Massachusetts
$309K – – –
30 31
32
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