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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
876
Life Planning Partners
Florida
$7K +$6.6K +23 New
BWS
877
BCR Wealth Strategies
Alabama
$7K +$7.17K +25 New
BA
878
Bivin & Associates
Oklahoma
$7K +$7.17K +25 New
SIS
879
Sound Income Strategies
Florida
$7K +$7.46K +26 New
CAM
880
Costello Asset Management
Pennsylvania
$6K – – –
MHR
881
Matthew Hamilton Rosenberg
$6K +$6.6K +23 New
TWC
882
TD Waterhouse Canada
Ontario, Canada
$5.31K +$5.45K +19 New
SWM
883
Selective Wealth Management
Virginia
$5K – – –
TCM
884
TD Capital Management
Tennessee
$5K – – –
GWS
885
Glassman Wealth Services
Virginia
$4K -$2.01K -7 -32%
AWM
886
AllSquare Wealth Management
New York
$4K – – –
PAIM
887
Punch & Associates Investment Management
Minnesota
$4K – – –
TCWM
888
Total Clarity Wealth Management
Illinois
$3K – – –
FRA
889
Front Row Advisors
California
$3K +$1.72K +6 +200%
TIM
890
Tortoise Investment Management
New York
$3K +$3.15K +11 New
HF
891
Halpern Financial
Virginia
$2.82K -$14.3K -50 -83%
CCM
892
Cribstone Capital Management
Maine
$2K – – –
TCM
893
Tradewinds Capital Management
Washington
$2K – – –
WBC
894
West Branch Capital
Massachusetts
$1K – – –
CWM
895
CarsonAllaria Wealth Management
Illinois
$1K +$1.15K +4 New
LWM
896
Liberty Wealth Management
California
$845 -$12.3K -43 -93%
BBHC
897
Brown Brothers Harriman & Co
New York
$465 +$202K +703 +74%
BIM
898
Baldwin Investment Management
Pennsylvania
$358 – – –
FGAM
899
Financial Gravity Asset Management
Texas
$27 -$574 -2 -2%
WIM
900
Westside Investment Management
California
$27 – – –
34 35
36
37 38