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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
976
Sound Income Strategies
Florida
$13.4K +$7.69K +30 +150%
ITIM
977
Indiana Trust & Investment Management
Indiana
$12.8K – – –
MSG
978
Main Street Group
Virginia
$12.8K – – –
FPFS
979
First Personal Financial Services
North Carolina
$12.3K – – –
GFPC
980
Global Financial Private Client
Florida
$12K – – –
OW
981
Olistico Wealth
Oklahoma
$12K – – –
BBPWM
982
Blue Bell Private Wealth Management
Pennsylvania
$11.8K – – –
FDCP
983
Foster Dykema Cabot & Partners
Massachusetts
$11K -$4.36K -17 -29%
AFG
984
Albion Financial Group
Utah
$10.7K – – –
MBFW
985
Morton Brown Family Wealth
Pennsylvania
$10.2K – – –
APC
986
Aspire Private Capital
North Carolina
$9.63K – – –
DMIC
987
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.36K – – –
HWA
988
HHM Wealth Advisors
Tennessee
$9.36K – – –
KA
989
Kozak & Associates
Colorado
$9.18K -$7.17K -28 -45%
FCA
990
FinTrust Capital Advisors
South Carolina
$9.09K – – –
MA
991
MCF Advisors
Kentucky
$9.09K – – –
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.82K +$8.46K +33 New
CT
993
Clearstead Trust
Maine
$8.56K – – –
DFA
994
DHJJ Financial Advisors
Illinois
$8.56K – – –
OIA
995
Optimum Investment Advisors
Illinois
$8.02K – – –
BLC
996
Brown, Lisle/Cummings
Rhode Island
$6.95K – – –
GPFA
997
Game Plan Financial Advisors
Ohio
$6.68K – – –
PPA
998
Painted Porch Advisors
California
$6.45K +$1.02K +4 +20%
ACM
999
Anfield Capital Management
California
$6.15K – – –
GSEP
1000
Golden State Equity Partners
California
$5.61K -$830K -3,240 -99%
38 39
40
41 42