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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
ALC
851
Alexander Labrunerie & Co
Missouri
$312K -$3.92K -13 -1%
AWM
852
Accurate Wealth Management
Florida
$308K +$603 +2 +0.2%
WI
853
WrapManager Inc
California
$308K -$76.9K -255 -20%
FP
854
Financial Perspectives
Minnesota
$305K +$603 +2 +0.2%
VAM
855
Verity Asset Management
North Carolina
$304K -$290K -961 -49%
CFCS
856
CDM Financial Counseling Services
Connecticut
$304K +$303K +1,003 New
EGWAG
857
Elwood & Goetz Wealth Advisory Group
Georgia
$302K +$302K +1,000 New
MFT
858
Moisand Fitzgerald Tamayo
Florida
$301K – – –
PFS
859
Prospect Financial Services
New York
$301K – – –
SWP
860
Strategic Wealth Partners
Ohio
$298K +$176K +583 +144%
CWM
861
Copia Wealth Management
Oregon
$298K -$117K -387 -28%
FWI
862
Facet Wealth Inc
Maryland
$296K +$54K +179 +24%
SAW
863
Signal Advisors Wealth
Michigan
$296K +$295K +979 New
EWA
864
EverSource Wealth Advisors
Alabama
$294K +$279K +925 +1,927%
BLFG
865
Brian Low Financial Group
Louisiana
$289K -$30.2K -100 -9%
AF
866
Align Financial
Minnesota
$289K +$87.1M +288,817 New
TWP
867
Triad Wealth Partners
Kansas
$287K +$286K +949 New
SPI
868
Sutton Place Investors
New York
$286K +$302 +1 +0.1%
FTUS
869
Flow Traders U.S.
New York
$286K -$1.56M -5,186 -85%
APW
870
Axim Planning & Wealth
Ohio
$285K -$6.94K -23 -2%
BWL
871
Bogart Wealth LLC
Virginia
$285K -$90.5K -300 -24%
LA
872
LWM Advisors
California
$285K – – –
RWM
873
Refined Wealth Management
Utah
$285K +$284K +942 New
HL
874
HeadInvest LLC
Maine
$284K – – –
EFA
875
Edge Financial Advisors
Illinois
$283K +$905 +3 +0.3%
33 34
35
36 37