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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1151
Congress Asset Management
Massachusetts
$72.7K -$27M -79,179 -52%
AWM
1152
Abound Wealth Management
Tennessee
$70.2K – – –
CSC
1153
Caldwell Sutter Capital
California
$66.9K – – –
SC
1154
SouthState Corp
Florida
$66.6K – – –
TWC
1155
TD Waterhouse Canada
Ontario, Canada
$65.2K – – –
BSB
1156
Bangor Savings Bank
Maine
$64.7K -$1.7K -5 -3%
EWM
1157
EPG Wealth Management
Georgia
$64.4K – – –
MDA
1158
Minot DeBlois Advisors
Massachusetts
$63.6K – – –
GCP
1159
Gill Capital Partners
Colorado
$62.4K -$9.88K -29 -15%
BFS
1160
Beacon Financial Strategies
North Carolina
$62.2K +$57.9K +170 New
HFS
1161
Hantz Financial Services
Michigan
$61K -$16.4K -48 -22%
OAG
1162
Oakmont Advisory Group
New Mexico
$59.5K +$55.5K +163 New
CFP
1163
Comprehensive Financial Planning
Pennsylvania
$55.3K +$51.4K +151 New
OA
1164
Operose Advisors
Wisconsin
$55.2K – – –
AI
1165
Atomic Invest
New York
$53.4K – – –
BIM
1166
Breakwater Investment Management
Washington
$52.2K -$11.2K -33 -19%
MPCG
1167
Matrix Private Capital Group
New York
$52.1K -$1.36K -4 -3%
NB
1168
NBT Bank
New York
$50.8K -$84.5K -248 -64%
MCRM
1169
Midway Capital Research & Management
Illinois
$50.5K – – –
MCM
1170
MV Capital Management
Maryland
$49.7K – – –
AWA
1171
Acumen Wealth Advisors
Tennessee
$47.5K – – –
SAM
1172
Sherman Asset Management
California
$47.5K – – –
WB
1173
Webster Bank
Connecticut
$47.5K +$15.3K +45 +53%
CIAS
1174
CBIZ Investment Advisory Services
Ohio
$47.2K – – –
BFPW
1175
BOK Financial Private Wealth
Colorado
$46.4K – – –
45 46
47
48 49