We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
476
Salem Investment Counselors
North Carolina
$385K +$37.5K +155 +12%
Fiera Capital (Canada)
477
Fiera Capital (Canada)
Quebec, Canada
$384K – – –
Koshinski Asset Management
478
Koshinski Asset Management
Illinois
$381K +$344K +1,424 New
ZB
479
Zions Bancorporation
Utah
$372K -$113K -466 -25%
PJB
480
Paul John Balson
California
$369K +$484 +2 +0.1%
LW
481
Linscomb Wealth
Texas
$360K – – –
BBHC
482
Brown Brothers Harriman & Co
New York
$354K +$320K +1,323 New
PWM
483
Perigon Wealth Management
California
$353K +$2.66K +11 +0.8%
BIM
484
Baldwin Investment Management
Pennsylvania
$353K +$319K +1,320 New
WA
485
WP Advisors
California
$352K +$967 +4 +0.3%
KA
486
Klingman & Associates
New York
$350K – – –
SFPG
487
Stonebridge Financial Planning Group
Florida
$348K -$33.9K -140 -10%
SWM
488
Segment Wealth Management
Texas
$347K – – –
AWA
489
Alaska Wealth Advisors
Alaska
$345K -$5.32K -22 -2%
CSPIA
490
Cary Street Partners Investment Advisory
Virginia
$345K +$139K +574 +80%
WA
491
WBH Advisory
Maryland
$341K – – –
W
492
Wealthquest
Ohio
$340K – – –
CWM
493
Capital Wealth Management
Rhode Island
$339K +$61.2K +253 +25%
GRP
494
Global Retirement Partners
California
$338K +$15.7K +65 +5%
CM
495
Capital Management
Virginia
$335K – – –
AWM
496
Altium Wealth Management
New York
$334K +$301K +1,246 New
SFS
497
Strategic Financial Services
New York
$331K – – –
XF
498
XML Financial
Maryland
$331K +$967 +4 +0.3%
SFG
499
Sather Financial Group
Texas
$327K +$2.18K +9 +0.7%
WLIM
500
White Lighthouse Investment Management
Massachusetts
$325K -$5.32K -22 -2%