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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
876
Lodestar Private Asset Management
California
$227K – – –
CPW
877
Cove Private Wealth
New York
$226K – – –
DFG
878
Dynamic Financial Group
Iowa
$225K – – –
RW
879
REDW Wealth
New Mexico
$224K – – –
LA
880
LexAurum Advisors
Kansas
$223K +$5.2K +18 +2%
QCG
881
Quadrant Capital Group
Ohio
$223K – – –
IRAG
882
Investment Research & Advisory Group
Georgia
$221K +$214K +741 New
FWI
883
Facet Wealth Inc
Maryland
$220K +$214K +740 New
FMI
884
F/M Investments
District of Columbia
$220K – – –
ST
885
Sageworth Trust
Pennsylvania
$220K +$214K +740 New
DWM
886
Destination Wealth Management
California
$220K +$213K +738 New
UWP
887
Uniting Wealth Partners
Kansas
$219K +$212K +734 New
SGK
888
Steigerwald Gordon & Koch
Virginia
$216K +$289 +1 +0.1%
SWM
889
SeaCrest Wealth Management
New York
$216K -$39.5K -137 -16%
FPWM
890
Five Pine Wealth Management
Idaho
$216K -$4.62K -16 -2%
CTFG
891
Capstone Triton Financial Group
Oklahoma
$215K – – –
MSAM
892
Moloney Securities Asset Management
Missouri
$215K – – –
SSWM
893
Smith Salley Wealth Management
North Carolina
$214K -$1.73K -6 -0.8%
CW
894
Channel Wealth
California
$214K -$1.16K -4 -0.6%
AB
895
Atlas Brown
Kentucky
$213K +$206K +715 New
MLL
896
Moody Lynn & Lieberson
Massachusetts
$213K +$206K +715 New
RFC
897
Regions Financial Corp
Alabama
$212K +$206K +712 New
WDG
898
Wealth Dimensions Group
Ohio
$211K +$205K +710 New
NEWAS
899
N.E.W. Advisory Services
Wisconsin
$210K -$15.3K -53 -7%
HIW
900
Holos Integrated Wealth
Pennsylvania
$210K – – –
34 35
36
37 38