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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$1.15M -$219K -1,193 -16%
FAIM
177
Financial Advocates Investment Management
Washington
$1.13M +$15.1K +82 +1%
BP
178
Broadleaf Partners
Ohio
$1.12M +$7.91K +43 +0.7%
MOS
179
MGO One Seven
Ohio
$1.12M +$1.1M +5,963 New
CCP
180
Corient Capital Partners
California
$1.1M – – –
OIA
181
Optimum Investment Advisors
Illinois
$1.09M -$22.4K -122 -2%
TWA
182
TCI Wealth Advisors
Arizona
$1.07M -$10.1K -55 -0.9%
JIC
183
Joel Isaacson & Co
New York
$1.04M – – –
BJL
184
Brighton Jones LLC
Washington
$1.03M +$105K +570 +12%
V
185
Veritable
Delaware
$1.03M -$218K -1,187 -18%
CCA
186
Clearwater Capital Advisors
Illinois
$1.01M -$184K -1,001 -16%
F
187
F3Logic
Minnesota
$1.01M -$1.87M -10,162 -65%
QCG
188
Quadrant Capital Group
Ohio
$978K – – –
HFA
189
Huber Financial Advisors
Illinois
$961K -$11.8K -64 -1%
UFF
190
USA Financial Formulas
Michigan
$912K +$93.4K +508 +11%
AF
191
Allworth Financial
California
$885K +$84.4K +459 +11%
CK
192
Cohen Klingenstein
New York
$879K – – –
CDH
193
Charles D. Hyman
$875K – – –
ZB
194
Zions Bancorporation
Utah
$859K +$844K +4,588 New
CCA
195
Checchi Capital Advisers
California
$856K +$86.8K +472 +12%
DY
196
Dowling & Yahnke
California
$847K +$10.1K +55 +1%
BWM
197
Bernicke Wealth Management
Wisconsin
$844K -$62.3K -339 -7%
CIC
198
Cutler Investment Counsel
Oregon
$791K -$20K -109 -3%
LFAS
199
Level Four Advisory Services
Texas
$768K +$45K +245 +6%
A
200
AdvicePeriod
California
$763K +$749K +4,072 New
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8
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