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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
976
SageView Advisory Group
California
$213K -$49.5K -164 -19%
AAS
977
Asset Allocation Strategies
Michigan
$208K +$1.81K +6 +0.9%
BFG
978
Beacon Financial Group
Texas
$208K – – –
MWP
979
Madison Wealth Partners
Wisconsin
$207K +$207K +686 New
AWA
980
Alaska Wealth Advisors
Alaska
$207K -$1.81K -6 -0.9%
GHAM
981
Gilman Hill Asset Management
Connecticut
$207K – – –
MFG
982
Midwest Financial Group
Kansas
$206K – – –
DFG
983
Dupree Financial Group
Kentucky
$206K – – –
ST
984
Sageworth Trust
Pennsylvania
$206K -$17.5K -58 -8%
HBW
985
Hazlett, Burt & Watson
West Virginia
$206K +$10.6K +35 +5%
MFIM
986
Mesirow Financial Investment Management
Illinois
$205K -$51K -169 -20%
CWMGP
987
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$203K – – –
1W
988
1776 Wealth
Georgia
$203K -$304K -1,008 -60%
OWP
989
Obermeyer Wealth Partners
Colorado
$203K +$203K +672 New
1WA
990
180 Wealth Advisors
Washington
$203K -$1.51K -5 -0.7%
WETS
991
Wealth Enhancement Trust Services
South Dakota
$203K +$202K +671 New
WDG
992
Wealth Dimensions Group
Ohio
$202K -$12.4K -41 -6%
FMWA
993
Forvis Mazars Wealth Advisors
Missouri
$202K +$202K +668 New
LTI
994
Laffer Tengler Investments
Tennessee
$202K +$201K +667 New
WA
995
Winter & Associates
Minnesota
$201K +$201K +666 New
RFA
996
Rollins Financial Advisors
New York
$200K +$200K +663 New
GI
997
Gradient Investments
Minnesota
$200K +$200K +663 New
BFP
998
Birchwood Financial Partners
Minnesota
$199K +$199K +658 New
EF
999
Entrust Financial
Pennsylvania
$194K +$193K +641 New
SIS
1000
Sound Income Strategies
Florida
$178K +$137K +454 +488%
38 39
40
41 42