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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
801
Private Trust Company
Ohio
$210K +$20.1K +82 +11%
HSA
802
HBK Sorce Advisory
Pennsylvania
$209K -$12K -49 -6%
ANBT
803
American National Bank & Trust
Texas
$209K +$170K +692 +641%
AWM
804
Angeles Wealth Management
California
$206K – – –
PIA
805
Pinion Investment Advisors
Kansas
$206K +$194K +790 New
SWM
806
Soundmark Wealth Management
Washington
$206K +$194K +789 New
GI
807
Gradient Investments
Minnesota
$205K -$137K -559 -42%
CIAS
808
Capital Investment Advisory Services
North Carolina
$205K +$6.63K +27 +4%
NEWAS
809
N.E.W. Advisory Services
Wisconsin
$204K +$193K +784 New
GAM
810
Gemmer Asset Management
California
$204K +$192K +783 New
PTC
811
Philadelphia Trust Company
Pennsylvania
$204K +$192K +783 New
SGI
812
Summit Global Investments
Utah
$204K +$192K +783 New
CTFG
813
Capstone Triton Financial Group
Oklahoma
$204K -$18.7K -76 -9%
CFS
814
Cannon Financial Strategists
Georgia
$204K +$192K +781 New
RT
815
Rockland Trust
Massachusetts
$203K +$192K +780 New
KFGK
816
Keystone Financial Group (Kentucky)
Kentucky
$203K +$191K +779 New
RW
817
REDW Wealth
New Mexico
$202K +$190K +773 New
NSIM
818
North Star Investment Management
Illinois
$201K +$246 +1 +0.1%
MLFP
819
MPS Loria Financial Planners
Illinois
$201K +$189K +770 New
BIM
820
Baldwin Investment Management
Pennsylvania
$201K +$189K +770 New
PG
821
Proffitt & Goodson
Tennessee
$195K -$64.4K -262 -26%
IBOK
822
Independence Bank of Kentucky
Kentucky
$193K – – –
MIA
823
Milestone Investment Advisors
Wisconsin
$193K – – –
CAL
824
Capital Advisors Ltd
Ohio
$182K – – –
CFGS
825
Concourse Financial Group Securities
Alabama
$181K +$491 +2 +0.3%
31 32
33
34 35