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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
Burling Wealth Partners
Illinois
$245K – – –
KP
1002
Keel Point
Alabama
$243K +$227K +665 New
VA
1003
Veratis Advisors
North Carolina
$242K +$225K +662 New
BFP
1004
Birchwood Financial Partners
Minnesota
$241K +$341 +1 +0.2%
IJWM
1005
Inman Jager Wealth Management
Mississippi
$241K +$224K +658 New
KFAS
1006
Keating Financial Advisory Services
Kansas
$240K – – –
FCM
1007
Fell Capital Management
California
$240K +$224K +657 New
CFG
1008
Carr Financial Group
Massachusetts
$240K +$223K +656 New
SFMG
1009
Sage Financial Management Group
Virginia
$240K +$223K +656 New
HW
1010
Hancock Whitney
Mississippi
$240K – – –
FLPIM
1011
F.L. Putnam Investment Management
Massachusetts
$239K +$223K +654 New
1WA
1012
180 Wealth Advisors
Washington
$239K -$4.43K -13 -2%
SFO
1013
Stenger Family Office
Illinois
$238K +$2.73K +8 +0.3%
HIW
1014
Holos Integrated Wealth
Pennsylvania
$238K – – –
PA
1015
PW Advisors
Florida
$238K +$222K +651 New
MFG
1016
Midwest Financial Group
Kansas
$238K +$222K +651 New
WPC
1017
Waters Parkerson & Co
Louisiana
$238K +$221K +650 New
EF
1018
Entrust Financial
Pennsylvania
$238K – – –
GI
1019
Gradient Investments
Minnesota
$238K +$221K +650 New
HA
1020
Huntleigh Advisors
Missouri
$238K +$221K +650 New
OWA
1021
ORBA Wealth Advisors
Illinois
$237K +$221K +649 New
CWG
1022
Cornerstone Wealth Group
North Carolina
$237K – – –
RFP
1023
Root Financial Partners
California
$236K -$55.9K -164 -20%
JSA
1024
Jim Saulnier & Associates
Colorado
$236K +$220K +645 New
SIC
1025
Samalin Investment Counsel
New York
$235K +$219K +644 New
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