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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
951
LifeSteps Financial
California
$14.3K +$13.5K +55 New
SIS
952
Sound Income Strategies
Florida
$13.8K +$4.91K +20 +61%
FMII
953
Farmers & Merchants Investments Inc
Nebraska
$13.3K – – –
VL
954
Vima LLC
Michigan
$13K – – –
ITIM
955
Indiana Trust & Investment Management
Indiana
$12.5K – – –
GPFA
956
Game Plan Financial Advisors
Ohio
$11.8K +$5.65K +23 +92%
LI
957
LRI Investments
Florida
$11.7K +$11.1K +45 New
GFPC
958
Global Financial Private Client
Florida
$11.6K – – –
BBPWM
959
Blue Bell Private Wealth Management
Pennsylvania
$11.5K +$6.14K +25 +132%
APC
960
Aspire Private Capital
North Carolina
$10.9K +$1.47K +6 +17%
FFA
961
Frazier Financial Advisors
Ohio
$10.7K -$2.7K -11 -21%
AFG
962
Albion Financial Group
Utah
$10.4K – – –
MBFW
963
Morton Brown Family Wealth
Pennsylvania
$9.91K – – –
SWS
964
SYSTM Wealth Solutions
Illinois
$9.79K +$9.33K +38 New
DMIC
965
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.13K +$8.6K +35 New
MA
966
MCF Advisors
Kentucky
$8.87K – – –
CT
967
Clearstead Trust
Maine
$8.34K – – –
DFA
968
DHJJ Financial Advisors
Illinois
$8.34K +$2.95K +12 +60%
OIA
969
Optimum Investment Advisors
Illinois
$7.82K -$98.3K -400 -93%
TSWM
970
Tyler-Stone Wealth Management
Ohio
$7.82K – – –
EWA
971
EverSource Wealth Advisors
Alabama
$7.74K -$1.97K -8 -20%
PWMG
972
Prestige Wealth Management Group
New Jersey
$7.56K – – –
BLC
973
Brown, Lisle/Cummings
Rhode Island
$6.78K – – –
TWC
974
TD Waterhouse Canada
Ontario, Canada
$5.84K +$983 +4 +21%
PWA
975
Provenance Wealth Advisors
Florida
$5.24K -$7.61K -31 -61%
37 38
39
40 41