We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SVB Wealth
Massachusetts
$451K -$721K -3,334 -62%
BC
502
Bowman & Company
Wisconsin
$447K +$3.67K +17 +0.8%
AIM
503
Athena Investment Management
California
$445K – – –
AWM
504
Axxcess Wealth Management
California
$445K +$194K +897 +77%
EI
505
Ellevest Inc
New York
$443K +$51.4K +238 +13%
CCWM
506
Cassaday & Co Wealth Management
Virginia
$442K +$5.62K +26 +1%
SFS
507
Sowell Financial Services
Arkansas
$442K +$441K +2,041 New
PA
508
Procyon Advisors
Connecticut
$438K +$28.5K +132 +7%
EWM
509
Empirical Wealth Management
Washington
$436K -$104K -479 -19%
GT
510
Glenview Trust
Kentucky
$435K – – –
AWA
511
Amplius Wealth Advisors
Pennsylvania
$435K -$65.5K -303 -13%
1W
512
1776 Wealth
Georgia
$432K – – –
SIC
513
Salem Investment Counselors
North Carolina
$431K -$10.2K -47 -2%
CWM
514
CCG Wealth Management
California
$430K – – –
MA
515
Mutual Advisors
Nebraska
$429K +$35.9K +166 +9%
Thrivent Financial for Lutherans
516
Thrivent Financial for Lutherans
Minnesota
$429K -$51.7K -239 -11%
PP
517
Pegasus Partners
Wisconsin
$426K – – –
DAM
518
Derbend Asset Management
Georgia
$426K – – –
HI
519
Harbour Investments
Wisconsin
$425K -$14.9K -69 -3%
SL
520
Salomon & Ludwin
Virginia
$424K – – –
YIH
521
Y-Intercept (HK)
Hong Kong
$423K +$422K +1,954 New
IWN
522
Independent Wealth Network
Iowa
$422K +$57.1K +264 +16%
FFL
523
Financial Freedom LLC
Ohio
$420K – – –
SFG
524
StrategIQ Financial Group
Indiana
$418K +$16.2K +75 +4%
IFPL
525
Investments & Financial Planning LLC
Kentucky
$415K -$64K -296 -13%