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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
IJWM
1001
Inman Jager Wealth Management
Mississippi
$241K +$224K +658 New
KFAS
1002
Keating Financial Advisory Services
Kansas
$240K – – –
FCM
1003
Fell Capital Management
California
$240K +$224K +657 New
CFG
1004
Carr Financial Group
Massachusetts
$240K +$223K +656 New
SFMG
1005
Sage Financial Management Group
Virginia
$240K +$223K +656 New
HW
1006
Hancock Whitney
Mississippi
$240K – – –
FLPIM
1007
F.L. Putnam Investment Management
Massachusetts
$239K +$223K +654 New
1WA
1008
180 Wealth Advisors
Washington
$239K -$4.43K -13 -2%
SFO
1009
Stenger Family Office
Illinois
$238K +$2.73K +8 +0.3%
HIW
1010
Holos Integrated Wealth
Pennsylvania
$238K – – –
PA
1011
PW Advisors
Florida
$238K +$222K +651 New
MFG
1012
Midwest Financial Group
Kansas
$238K +$222K +651 New
WPC
1013
Waters Parkerson & Co
Louisiana
$238K +$221K +650 New
EF
1014
Entrust Financial
Pennsylvania
$238K – – –
GI
1015
Gradient Investments
Minnesota
$238K +$221K +650 New
HA
1016
Huntleigh Advisors
Missouri
$238K +$221K +650 New
OWA
1017
ORBA Wealth Advisors
Illinois
$237K +$221K +649 New
CWG
1018
Cornerstone Wealth Group
North Carolina
$237K – – –
RFP
1019
Root Financial Partners
California
$236K -$55.9K -164 -20%
JSA
1020
Jim Saulnier & Associates
Colorado
$236K +$220K +645 New
SIC
1021
Samalin Investment Counsel
New York
$235K +$219K +644 New
AIM
1022
Archer Investment Management
Texas
$234K +$218K +641 New
CW
1023
Channel Wealth
California
$234K -$9.88K -29 -4%
FPWM
1024
Five Pine Wealth Management
Idaho
$233K -$28.6K -84 -12%
FA
1025
FDx Advisors
Illinois
$233K +$217K +636 New
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