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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
776
Alteri Wealth
California
$430K – – –
SFS
777
Strategic Financial Services
New York
$426K – – –
PEWA
778
Pacific Excel Wealth Advisors
California
$425K +$187K +594 +73%
AIA
779
AIMZ Investment Advisors
California
$425K – – –
SM
780
Sensible Money
Arizona
$421K – – –
SIC
781
Sigma Investment Counselors
Michigan
$421K -$109K -348 -20%
EL
782
EWA LLC
Pennsylvania
$420K +$314 +1 +0.1%
VCP
783
Verus Capital Partners
Arizona
$419K +$436K +1,387 New
KWM
784
Keebeck Wealth Management
Illinois
$419K – – –
QCG
785
Quadrant Capital Group
Ohio
$417K +$2.83K +9 +0.7%
NF
786
NavPoint Financial
Minnesota
$416K +$314 +1 +0.1%
WB
787
West Bancorporation
Iowa
$413K +$17.6K +56 +4%
CPA
788
Cardiff Park Advisors
California
$412K +$314 +1 +0.1%
PD
789
Planning Directions
Pennsylvania
$410K +$8.17K +26 +2%
FDW
790
Fourth Dimension Wealth
Ohio
$410K -$88.9K -283 -17%
LP
791
LGL Partners
Pennsylvania
$410K +$629 +2 +0.1%
KCPG
792
Kavar Capital Partners Group
Kansas
$408K +$425K +1,351 New
NCM
793
Narwhal Capital Management
Georgia
$408K – – –
VA
794
Valmark Advisers
Ohio
$405K +$421K +1,341 New
SWM
795
Segment Wealth Management
Texas
$405K – – –
SCTC
796
Sanibel Captiva Trust Company
Florida
$404K – – –
GSIAS
797
Garden State Investment Advisory Services
New Jersey
$404K – – –
TPCW
798
TD Private Client Wealth
New York
$403K -$509K -1,619 -55%
VFP
799
Verus Financial Partners
Virginia
$401K – – –
DIP
800
Davis Investment Partners
North Carolina
$401K – – –
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32
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