We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
276
Carl P. Sherr & Co
Massachusetts
$646K +$617K +3,252 New
TIA
277
Traphagen Investment Advisors
New Jersey
$646K – – –
CA
278
Cetera Advisors
Colorado
$643K +$187K +988 +44%
CPP
279
Crow Point Partners
Massachusetts
$635K +$608K +3,206 New
PD
280
Planning Directions
Pennsylvania
$628K +$15.4K +81 +3%
RPWA
281
Regent Peak Wealth Advisors
Georgia
$628K +$600K +3,162 New
CWAG
282
Compton Wealth Advisory Group
Virginia
$626K – – –
AF
283
Allworth Financial
California
$625K +$10.2K +54 +2%
AL
284
Aspiriant LLC
California
$622K – – –
MWA
285
Martel Wealth Advisors
Washington
$614K +$379 +2 +0.1%
IWC
286
Integrated Wealth Concepts
Massachusetts
$608K +$44.2K +233 +8%
APP
287
Avantax Planning Partners
Iowa
$603K +$576K +3,037 New
ZB
288
Zions Bancorporation
Utah
$597K -$300K -1,582 -34%
TRCT
289
Tower Research Capital (TRC)
New York
$595K -$165K -870 -23%
IA
290
IFP Advisors
Florida
$593K -$14.6K -77 -3%
MFS
291
McNamara Financial Services
Massachusetts
$591K -$16.3K -86 -3%
BWM
292
BCS Wealth Management
Tennessee
$591K +$564K +2,974 New
AI
293
Atria Investments
North Carolina
$588K +$172K +905 +44%
CBU
294
CIBC Bank USA
Illinois
$584K – – –
PFA
295
Paradigm Financial Advisors
Missouri
$582K +$7.21K +38 +1%
ACP
296
Aveo Capital Partners
Colorado
$580K +$30.2K +159 +6%
FCI
297
Financial Counselors Inc
Kansas
$575K +$15.4K +81 +3%
TP
298
Tranquility Partners
Tennessee
$572K +$106K +556 +24%
CWM
299
CCG Wealth Management
California
$564K – – –
TFA
300
TPG Financial Advisors
Oregon
$558K +$1.33K +7 +0.3%
10 11
12
13 14