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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
951
DHJJ Financial Advisors
Illinois
$8.01K – – –
CTWM
952
Cherry Tree Wealth Management
Minnesota
$7.75K +$7.73K +31 New
OIA
953
Optimum Investment Advisors
Illinois
$7.5K – – –
PWMG
954
Prestige Wealth Management Group
New Jersey
$7.25K – – –
FRA
955
Front Row Advisors
California
$6.76K +$2K +8 +42%
BLC
956
Brown, Lisle/Cummings
Rhode Island
$6.5K – – –
GPFA
957
Game Plan Financial Advisors
Ohio
$6.25K -$5.74K -23 -48%
ACM
958
Anfield Capital Management
California
$5.75K +$5.74K +23 New
PWA
959
Provenance Wealth Advisors
Florida
$5.03K – – –
PPA
960
Painted Porch Advisors
California
$5.03K +$4.99K +20 New
SIS
961
Sound Income Strategies
Florida
$5K -$8.23K -33 -62%
TSWM
962
Tyler-Stone Wealth Management
Ohio
$5K -$2.5K -10 -33%
TWC
963
TD Waterhouse Canada
Ontario, Canada
$4.71K -$998 -4 -17%
TCM
964
TruNorth Capital Management
Michigan
$4K – – –
AGWCA
965
Annis Gardner Whiting Capital Advisors
Florida
$3.51K – – –
AWM
966
AllSquare Wealth Management
New York
$3.25K – – –
FGA
967
Fortis Group Advisors
New Jersey
$3.25K – – –
CP
968
Camelot Portfolios
Ohio
$3.25K +$3.24K +13 New
PCMC
969
Planning Capital Management Corporation
Pennsylvania
$2.9K – – –
MSS
970
Mitchell Sinkler & Starr
Pennsylvania
$2.84K – – –
SFC
971
Strategic Financial Concepts
Texas
$2.72K -$336K -1,347 -99%
DF
972
DecisionPoint Financial
Arizona
$2.62K – – –
CFO
973
CVA Family Office
Colorado
$2.5K -$11.7K -47 -82%
NC
974
NewSquare Capital
Pennsylvania
$2.5K – – –
CAM
975
Costello Asset Management
Pennsylvania
$2K – – –
37 38
39
40 41