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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
851
Lee Financial
Texas
$4.28K +$4.55K +20 New
BBPWM
852
Blue Bell Private Wealth Management
Pennsylvania
$4.07K – – –
FRA
853
Front Row Advisors
California
$4.07K – – –
TWC
854
TD Waterhouse Canada
Ontario, Canada
$4.03K – – –
SIS
855
Sound Income Strategies
Florida
$3.11K -$10.5K -46 -75%
AGWCA
856
Annis Gardner Whiting Capital Advisors
Florida
$3K +$3.18K +14 New
FA
857
Faithward Advisors
Pennsylvania
$2.87K – – –
JWM
858
Janiczek Wealth Management
Colorado
$2.8K +$1.14K +5 +63%
AWM
859
AllSquare Wealth Management
New York
$2.78K – – –
FGA
860
Fortis Group Advisors
New Jersey
$2.78K +$2.96K +13 New
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.45K – – –
SSWM
862
Sheets Smith Wealth Management
North Carolina
$2.36K +$2.5K +11 New
NC
863
NewSquare Capital
Pennsylvania
$2.14K -$11.6K -51 -84%
DF
864
DecisionPoint Financial
Arizona
$2.14K – – –
GA
865
GoalVest Advisory
New York
$1.93K +$2.05K +9 New
CAM
866
Costello Asset Management
Pennsylvania
$1.71K – – –
AWM
867
Atticus Wealth Management
Florida
$1.5K – – –
SFC
868
SYM Financial Corp
Indiana
$1.28K +$1.36K +6 New
WBC
869
West Branch Capital
Massachusetts
$1.07K – – –
RG
870
Retirement Group
California
$25 – – –
BCM
871
Bronte Capital Management
Australia
– -$39.4M -171,513 Closed
TAIM
872
TD Ameritrade Investment Management
Nebraska
– -$32.1M -139,806 Closed
EWM
873
Elevatus Welath Management
New York
– -$15.6M -67,763 Closed
ACM
874
Avalon Capital Management
California
– -$5.91M -25,727 Closed
PG
875
Prostatis Group
Maryland
– -$122K -22,277 Closed
33 34
35
36 37