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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
851
Founders Capital Management (Texas)
Texas
$1K – – –
GFWA
852
Grey Fox Wealth Advisors
Delaware
$201 +$205 +1 New
WIM
853
Westside Investment Management
California
$19 – – –
MA
854
MUFG Americas
New York
– -$27.2M -139,412 Closed
EC
855
Estate Counselors
Wisconsin
– -$8.25M -42,295 Closed
APW
856
Aurora Private Wealth
New Jersey
– -$5.11M -26,168 Closed
MWM
857
MY Wealth Management
Maryland
– -$2.73M -13,974 Closed
CFSG
858
Clark Financial Services Group
Missouri
– -$1.25M -6,404 Closed
OFS
859
OneAscent Financial Services
Alabama
– -$702K -3,599 Closed
STA
860
Summit Trail Advisors
New York
– -$551K -2,826 Closed
TNA
861
True North Advisors
Texas
– -$488K -2,501 Closed
CWM
862
Cherrydale Wealth Management
New Jersey
– -$405K -2,078 Closed
XF
863
XML Financial
Maryland
– -$353K -1,808 Closed
RWA
864
Ropes Wealth Advisors
Massachusetts
– -$342K -1,752 Closed
CWM
865
Circle Wealth Management
New Jersey
– -$322K -1,651 Closed
NEWAS
866
N.E.W. Advisory Services
Wisconsin
– -$274K -1,403 Closed
OPW
867
Oxler Private Wealth
New York
– -$155K -1,341 Closed
BBA
868
BLB&B Advisors
Pennsylvania
– -$260K -1,331 Closed
PPW
869
Parcion Private Wealth
Washington
– -$257K -1,315 Closed
1SB
870
1ST Source Bank
Indiana
– -$255K -1,307 Closed
DWM
871
Dakota Wealth Management
Florida
– -$240K -1,230 Closed
GT
872
Greenleaf Trust
Michigan
– -$230K -1,180 Closed
BA
873
Bluesphere Advisors
Pennsylvania
– -$217K -1,114 Closed
W
874
WealthOne
New York
– -$201K -1,030 Closed
HIS
875
Horizon Investment Services
Indiana
– -$201K -1,029 Closed
33 34
35
36 37