We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
401
WealthSource Partners
California
$994K +$134K +468 +15%
NWMG
402
National Wealth Management Group
Ohio
$992K +$1.01M +3,521 New
CAG
403
Csenge Advisory Group
Florida
$983K +$16.1K +56 +2%
TWM
404
Tradition Wealth Management
Minnesota
$975K +$12.3K +43 +1%
PCIA
405
Prime Capital Investment Advisors
Kansas
$974K +$50.8K +177 +5%
LA
406
LexAurum Advisors
Kansas
$971K +$96.1K +335 +11%
CG
407
Caprock Group
Idaho
$963K +$860 +3 +0.1%
TPCW
408
TD Private Client Wealth
New York
$952K -$18.6K -65 -2%
GWM
409
Geneos Wealth Management
Colorado
$949K -$202K -703 -17%
TFF
410
The Family Firm
Maryland
$945K +$72K +251 +8%
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$945K +$212K +740 +28%
WFA
412
Wipfli Financial Advisors
Wisconsin
$944K -$837K -2,919 -47%
EHAM
413
Eagle Harbor Asset Management
Washington
$933K +$3.29M +11,487 New
IWC
414
Integrated Wealth Concepts
Massachusetts
$933K -$79.4K -277 -8%
FUBT
415
First United Bank & Trust
Maryland
$930K +$33K +115 +4%
AP
416
Advisor Partners
California
$928K +$53.1K +185 +6%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$928K +$199K +694 +27%
MWA
418
Martel Wealth Advisors
Washington
$927K +$13.5K +47 +1%
CAG
419
Crestwood Advisors Group
Massachusetts
$920K +$124K +434 +15%
OCPWS
420
One Charles Private Wealth Services
Massachusetts
$918K +$59.9K +209 +7%
CAG
421
Curtis Advisory Group
California
$910K -$816K -2,846 -47%
FI
422
Financial Insights
Washington
$900K +$43.9K +153 +5%
RMCM
423
Reynders McVeigh Capital Management
Massachusetts
$898K +$17.2K +60 +2%
TAM
424
Townsend Asset Management
North Carolina
$885K -$14.6K -51 -2%
BWM
425
BCS Wealth Management
Tennessee
$879K