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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Aprio Wealth Management
Georgia
$215K +$223K +710 New
TFA
977
TPG Financial Advisors
Oregon
$214K -$51.5K -164 -19%
IAG
978
Investment Advisory Group
Massachusetts
$210K -$35.8K -114 -14%
RFC
979
Regions Financial Corp
Alabama
$209K -$19.8K -63 -8%
BFG
980
Beacon Financial Group
Texas
$208K – – –
HIW
981
Holos Integrated Wealth
Pennsylvania
$207K -$11.9K -38 -5%
HBW
982
Hazlett, Burt & Watson
West Virginia
$207K – – –
BFAG
983
Blackston Financial Advisory Group
Florida
$207K -$22.3K -71 -9%
ST
984
Sageworth Trust
Pennsylvania
$206K – – –
SIS
985
Sound Income Strategies
Florida
$205K +$39.6K +126 +23%
WFC
986
Western Financial Corp
California
$204K +$212K +675 New
ARG
987
Advisory Resource Group
Oklahoma
$204K -$57.2K -182 -21%
NP
988
Nilsine Partners
Colorado
$204K +$192K +610 New
CWMGP
989
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$203K – – –
1W
990
1776 Wealth
Georgia
$203K – – –
OWP
991
Obermeyer Wealth Partners
Colorado
$203K – – –
WETS
992
Wealth Enhancement Trust Services
South Dakota
$203K – – –
BWP
993
Burling Wealth Partners
Illinois
$203K +$211K +670 New
CW
994
Channel Wealth
California
$202K -$14.8K -47 -7%
1WA
995
180 Wealth Advisors
Washington
$201K -$1.57K -5 -0.7%
AAS
996
Asset Allocation Strategies
Michigan
$201K -$7.86K -25 -4%
PSCM
997
Per Stirling Capital Management
Texas
$200K +$208K +662 New
BFP
998
Birchwood Financial Partners
Minnesota
$199K – – –
KFAS
999
Keating Financial Advisory Services
Kansas
$199K +$128K +406 +162%
SIM
1000
Synergy Investment Management
Florida
$198K +$206K +656 New
38 39
40
41 42