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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
801
Soltis Investment Advisors
Utah
$282K +$2.06K +8 +0.8%
GTAM
802
Global Trust Asset Management
Florida
$279K – – –
FP
803
Financial Perspectives
Minnesota
$278K – – –
PTC
804
Private Trust Company
Ohio
$278K -$4.63K -18 -2%
WAG
805
Winthrop Advisory Group
Massachusetts
$277K +$48.4K +188 +23%
PPC
806
Pennington Partners & Co
Maryland
$276K -$19.3K -75 -7%
MFT
807
Moisand Fitzgerald Tamayo
Florida
$276K – – –
SWA
808
Sightline Wealth Advisors
Connecticut
$276K -$25.5K -99 -9%
BAM
809
Blueshift Asset Management
New Jersey
$276K +$256K +995 New
TA
810
TFG Advisers
Michigan
$275K -$9.79K -38 -4%
APW
811
Axim Planning & Wealth
Ohio
$274K -$34.5K -134 -12%
CFG
812
Carr Financial Group
Massachusetts
$274K – – –
ALC
813
Alexander Labrunerie & Co
Missouri
$269K – – –
MFIM
814
Mesirow Financial Investment Management
Illinois
$268K +$249K +967 New
ST
815
Spinnaker Trust
Maine
$268K – – –
CF
816
Convergence Financial
Missouri
$266K +$6.18K +24 +3%
SFC
817
Strategic Financial Concepts
Texas
$266K -$3.35K -13 -1%
JFG
818
JMG Financial Group
Illinois
$265K – – –
SPI
819
Sutton Place Investors
New York
$262K – – –
LA
820
LWM Advisors
California
$261K – – –
HL
821
HeadInvest LLC
Maine
$260K -$37.6K -146 -13%
EFA
822
Edge Financial Advisors
Illinois
$259K – – –
LG
823
LaFleur & Godfrey
Michigan
$258K +$6.18K +24 +3%
PIMG
824
Patriot Investment Management Group
Tennessee
$258K +$240K +933 New
HB
825
Horizon Bancorp
Indiana
$258K -$81.9K -318 -25%
31 32
33
34 35