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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Spire Wealth Management
Virginia
$306K +$2.31K +8 +0.8%
PFGIA
802
Patriot Financial Group Insurance Agency
Massachusetts
$304K +$294K +1,020 New
SIA
803
Soltis Investment Advisors
Utah
$301K -$1.44K -5 -0.5%
FP
804
Financial Perspectives
Minnesota
$299K +$289 +1 +0.1%
PTC
805
Private Trust Company
Ohio
$299K – – –
MFT
806
Moisand Fitzgerald Tamayo
Florida
$296K – – –
PFS
807
Prospect Financial Services
New York
$296K -$221K -764 -43%
HFRG
808
Houlihan Financial Resource Group
Virginia
$293K -$430K -1,491 -60%
AWM
809
Accurate Wealth Management
Florida
$291K +$277K +961 New
APW
810
Axim Planning & Wealth
Ohio
$288K -$6.64K -23 -2%
JFG
811
JMG Financial Group
Illinois
$285K – – –
LG
812
LaFleur & Godfrey
Michigan
$283K +$5.49K +19 +2%
SPI
813
Sutton Place Investors
New York
$282K – – –
LA
814
LWM Advisors
California
$280K – – –
HL
815
HeadInvest LLC
Maine
$280K – – –
SC
816
Sepio Capital
Utah
$279K +$270K +937 New
PWA
817
Peterson Wealth Advisors
Utah
$279K +$22.5K +78 +9%
EFA
818
Edge Financial Advisors
Illinois
$278K – – –
CFG
819
Carr Financial Group
Massachusetts
$278K -$15.6K -54 -5%
PIMG
820
Patriot Investment Management Group
Tennessee
$278K – – –
GGS
821
Galvin Gaustad & Stein
Arizona
$277K +$19.1K +66 +8%
NWAG
822
Net Worth Advisory Group
Utah
$276K -$486K -1,682 -64%
FG
823
Foster Group
Iowa
$276K +$11K +38 +4%
AF
824
Apollon Financial
South Carolina
$275K – – –
ST
825
Spinnaker Trust
Maine
$273K -$14.1K -49 -5%
31 32
33
34 35