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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1001
Provenance Wealth Advisors
Florida
$5.38K – – –
TWC
1002
TD Waterhouse Canada
Ontario, Canada
$5.02K – – –
RS
1003
Rakuten Securities
Japan
$4.28K -$12K -47 -75%
TCM
1004
TruNorth Capital Management
Michigan
$4.28K – – –
AGWCA
1005
Annis Gardner Whiting Capital Advisors
Florida
$3.74K – – –
AWM
1006
AllSquare Wealth Management
New York
$3.48K – – –
FGA
1007
Fortis Group Advisors
New Jersey
$3.48K – – –
MSS
1008
Mitchell Sinkler & Starr
Pennsylvania
$2.94K – – –
CFO
1009
CVA Family Office
Colorado
$2.67K – – –
DF
1010
DecisionPoint Financial
Arizona
$2.67K – – –
NC
1011
NewSquare Capital
Pennsylvania
$2.67K – – –
CAM
1012
Costello Asset Management
Pennsylvania
$2.14K – – –
WIM
1013
Westside Investment Management
California
$1.78K -$25.4K -99 -93%
AFS
1014
Annapolis Financial Services
Maryland
$1.6K – – –
AEPWM
1015
Atlantic Edge Private Wealth Management
Florida
$1.6K – – –
DCM
1016
Davis Capital Management
Florida
$1.6K – – –
DF
1017
Dunhill Financial
United Kingdom
$1.34K +$1.28K +5 New
SWM
1018
Sugarloaf Wealth Management
Georgia
$1.34K +$1.28K +5 New
WOC
1019
West Oak Capital
California
$1.31K -$33.3K -130 -21%
PCWA
1020
Pacific Capital Wealth Advisors
California
$1.07K – – –
CPBTD
1021
Central Pacific Bank - Trust Division
Hawaii
$802 – – –
MFA
1022
McClarren Financial Advisors
Pennsylvania
$333 +$66.1K +258 +8%
EWP
1023
Elevation Wealth Partners
California
$268 – – –
CMP
1024
Coston McIsaac & Partners
Maine
$1 – – –
LWM
1025
Liberty Wealth Management
California
– -$22K -16,281 Closed
39 40
41
42 43