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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Soundmark Wealth Management
Washington
– -$260K -1,045 Closed
WFAG
852
Wescott Financial Advisory Group
Pennsylvania
– -$256K -1,032 Closed
WF
853
WoodTrust Financial
Wisconsin
– -$250K -1,008 Closed
APG
854
Abacus Planning Group
South Carolina
– -$249K -1,003 Closed
GP
855
Greenline Partners
New York
– -$248K -1,000 Closed
MC
856
Moors & Cabot
Massachusetts
– -$248K -999 Closed
SIA
857
Schechter Investment Advisors
Michigan
– -$246K -989 Closed
WS
858
Wedbush Securities
California
– -$242K -976 Closed
MW
859
MBL Wealth
North Carolina
– -$242K -975 Closed
CTA
860
Colonial Trust Advisors
South Carolina
– -$237K -955 Closed
SPI
861
Sutton Place Investors
New York
– -$217K -947 Closed
EWM
862
Echo Wealth Management
Minnesota
– -$222K -941 Closed
RIS
863
Retirement Income Solutions
Michigan
– -$233K -939 Closed
VFA
864
Valeo Financial Advisors
Indiana
– -$228K -919 Closed
DWM
865
Doyle Wealth Management
Florida
– -$228K -918 Closed
PFG
866
PAX Financial Group
Texas
– -$224K -903 Closed
PCM
867
Parsons Capital Management
Rhode Island
– -$224K -902 Closed
CGA
868
Crescent Grove Advisors
Illinois
– -$223K -898 Closed
HWAM
869
Hennion & Walsh Asset Management
New Jersey
– -$221K -889 Closed
BCI
870
Brinker Capital Investments
Pennsylvania
– -$219K -881 Closed
CIA
871
Compass Ion Advisors
Pennsylvania
– -$217K -876 Closed
FCM
872
Fourpath Capital Management
Oklahoma
– -$217K -876 Closed
BWM
873
BNC Wealth Management
Oregon
– -$215K -868 Closed
GGS
874
Galvin Gaustad & Stein
Arizona
– -$215K -867 Closed
MIC
875
Means Investment Company
Maine
– -$214K -861 Closed
33 34
35
36 37