We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
351
Strategic Wealth Management Group
Maryland
$754K +$681K +2,816 New
NAS
352
Nicolet Advisory Services
Wisconsin
$753K -$484 -2 -0.1%
TAM
353
Townsend Asset Management
North Carolina
$752K +$67.7K +280 +11%
AWA
354
Arete Wealth Advisors
Illinois
$742K +$21.3K +88 +3%
WS
355
Wedbush Securities
California
$735K -$37.5K -155 -5%
DW
356
Domani Wealth
Pennsylvania
$733K -$12.8K -53 -2%
CFGS
357
Concourse Financial Group Securities
Alabama
$722K +$1.69K +7 +0.3%
IFG
358
Independent Financial Group
California
$710K +$122K +504 +23%
WANY
359
Wealthspire Advisors (New York)
New York
$709K +$641K +2,650 New
GJIC
360
Gamble Jones Investment Counsel
California
$708K +$10.9K +45 +2%
TPCW
361
TD Private Client Wealth
New York
$706K +$166K +687 +35%
CS
362
Capital Square
Tennessee
$706K – – –
MA
363
Mutual Advisors
Nebraska
$692K +$121K +500 +24%
CW
364
CreativeOne Wealth
Kansas
$692K +$625K +2,586 New
BWL
365
Bogart Wealth LLC
Virginia
$688K -$8.95K -37 -1%
SWA
366
Stratos Wealth Advisors
Ohio
$687K -$578K -2,392 -48%
HWA
367
Heartwood Wealth Advisors
Virginia
$685K – – –
TFA
368
TPG Financial Advisors
Oregon
$685K +$7.25K +30 +1%
CWC
369
Carolinas Wealth Consulting
North Carolina
$683K -$130K -536 -17%
NEWAS
370
N.E.W. Advisory Services
Wisconsin
$683K +$371K +1,535 +150%
KF
371
Krilogy Financial
Missouri
$678K +$290K +1,201 +90%
EFL
372
ERn Financial LLC
Wisconsin
$677K -$39.9K -165 -6%
AL
373
Aspiriant LLC
California
$661K -$150K -619 -20%
PWP
374
Principle Wealth Partners
Connecticut
$653K +$590K +2,439 New
TP
375
Tranquility Partners
Tennessee
$640K +$25.4K +105 +5%