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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$436K – – –
EFS
827
Essex Financial Services
Connecticut
$436K +$5.45K +16 +1%
CA
828
Continuum Advisory
Idaho
$434K +$22.5K +66 +6%
EAN
829
Excelsior Advisor Network
Colorado
$433K +$80K +235 +25%
RPWA
830
Regent Peak Wealth Advisors
Georgia
$433K -$30K -88 -7%
EF
831
Evanson Financial
Virginia
$432K +$402K +1,181 New
KBFS
832
Kohmann Bosshard Financial Services
Ohio
$429K -$681 -2 -0.2%
SIP
833
Snowwater Investment Partners
Connecticut
$428K – – –
MW
834
MBL Wealth
North Carolina
$426K – – –
SL
835
Salomon & Ludwin
Virginia
$424K -$14K -41 -3%
FWI
836
Facet Wealth Inc
Maryland
$422K +$146K +428 +59%
BBHC
837
Brown Brothers Harriman & Co
New York
$419K – – –
CAMG
838
CWA Asset Management Group
Florida
$418K +$19.4K +57 +5%
SMC
839
Smith, Moore & Co
Missouri
$417K -$4.09K -12 -1%
PFA
840
Pure Financial Advisors
California
$413K -$41.6K -122 -10%
FWM
841
Fonville Wealth Management
Virginia
$410K +$5.45K +16 +1%
WSFS
842
Wilmington Savings Fund Society
Delaware
$409K -$8.86K -26 -2%
IIA
843
Integral Investment Advisors
California
$409K -$5.79K -17 -1%
SIM
844
Synergy Investment Management
Florida
$408K +$173K +508 +77%
CGA
845
Crescent Grove Advisors
Illinois
$408K +$2.04K +6 +0.5%
LG
846
LaFleur & Godfrey
Michigan
$404K +$18.7K +55 +5%
FNB
847
Farmers National Bank
Kentucky
$404K -$7.49K -22 -2%
MWP
848
MYCIO Wealth Partners
Pennsylvania
$403K +$341 +1 +0.1%
IPW
849
Invictus Private Wealth
Colorado
$402K +$341 +1 +0.1%
PCM
850
Passive Capital Management
Maryland
$402K -$106K -310 -19%
32 33
34
35 36