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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1026
BOK Financial Private Wealth
Colorado
$33.6K – – –
EB
1027
Eastern Bank
Massachusetts
$33.6K – – –
TIM
1028
Tortoise Investment Management
New York
$33.6K – – –
PPC
1029
Park Place Capital
Alabama
$30.9K – – –
SCA
1030
Stuart Chaussee & Associates
California
$30.8K – – –
T
1031
Transce3nd
Texas
$30.5K +$30K +106 New
JFG
1032
JDM Financial Group
Texas
$30.2K – – –
EBA
1033
Eagle Bay Advisors
New York
$29.7K – – –
CIA
1034
Cape Investment Advisory
Georgia
$29.1K – – –
MMCM
1035
Murphy & Mullick Capital Management
New York
$29.1K +$29.4K +104 New
FPB
1036
First PREMIER Bank
South Dakota
$29K +$29.7K +105 New
MA
1037
Modus Advisors
Minnesota
$28.3K +$28.5K +101 New
DPW
1038
DiNuzzo Private Wealth
Pennsylvania
$27.7K – – –
GWSA
1039
Global Wealth Strategies & Associates
Colorado
$27.2K – – –
LFA
1040
LGT Financial Advisors
Texas
$26.9K – – –
OIA
1041
Optimum Investment Advisors
Illinois
$26.6K +$18.4K +65 +217%
GWMI
1042
Guardian Wealth Management (Illinois)
Illinois
$26.6K – – –
FFA
1043
Frazier Financial Advisors
Ohio
$26.1K +$3.39K +12 +15%
SC
1044
SouthState Corp
Florida
$25.8K – – –
GWM
1045
Grand Wealth Management
Michigan
$25.5K – – –
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$24.9K -$1.98K -7 -7%
CTWM
1047
Cherry Tree Wealth Management
Minnesota
$24.6K – – –
VHAM
1048
Van Hulzen Asset Management
California
$23.8K +$24K +85 New
FW
1049
Fairway Wealth
Ohio
$23.2K +$23.5K +83 New
MWM
1050
Mascoma Wealth Management
New Hampshire
$23K +$23.2K +82 New
40 41
42
43 44