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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
EPG Wealth Management
Georgia
$64.4K – – –
MDA
1152
Minot DeBlois Advisors
Massachusetts
$63.6K – – –
GCP
1153
Gill Capital Partners
Colorado
$62.4K -$9.88K -29 -15%
BFS
1154
Beacon Financial Strategies
North Carolina
$62.2K +$57.9K +170 New
HFS
1155
Hantz Financial Services
Michigan
$61K -$16.4K -48 -22%
OAG
1156
Oakmont Advisory Group
New Mexico
$59.5K +$55.5K +163 New
CFP
1157
Comprehensive Financial Planning
Pennsylvania
$55.3K +$51.4K +151 New
OA
1158
Operose Advisors
Wisconsin
$55.2K – – –
BIM
1159
Breakwater Investment Management
Washington
$52.2K -$11.2K -33 -19%
MPCG
1160
Matrix Private Capital Group
New York
$52.1K -$1.36K -4 -3%
NB
1161
NBT Bank
New York
$50.8K -$84.5K -248 -64%
MCRM
1162
Midway Capital Research & Management
Illinois
$50.5K – – –
MCM
1163
MV Capital Management
Maryland
$49.7K – – –
AWA
1164
Acumen Wealth Advisors
Tennessee
$47.5K – – –
SAM
1165
Sherman Asset Management
California
$47.5K – – –
WB
1166
Webster Bank
Connecticut
$47.5K +$15.3K +45 +53%
CIAS
1167
CBIZ Investment Advisory Services
Ohio
$47.2K – – –
BFPW
1168
BOK Financial Private Wealth
Colorado
$46.4K – – –
GBT
1169
Grove Bank & Trust
Florida
$46.1K – – –
CJ
1170
Caitlin John
Michigan
$46.1K +$17K +50 +66%
EB
1171
Eastern Bank
Massachusetts
$45K – – –
MWA
1172
Medallion Wealth Advisors
Connecticut
$44.2K -$62.3K -183 -60%
HPIA
1173
Hamilton Point Investment Advisors
North Carolina
$42.1K +$39.2K +115 New
BG
1174
Bollard Group
Massachusetts
$41K – – –
WCM
1175
Westend Capital Management
California
$41K +$38.1K +112 New
45 46
47
48 49