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icono de VB

Vanguard Morningstar Small-Cap ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
WMS
401
Wealth Management Strategies
Pennsylvania
USD 11.6 M +USD 553 k +1,931 +5%
SPP
402
Single Point Partners
Massachusetts
USD 11.4 M -USD 425 k -1,482 -4%
SouthState Corp
403
SouthState Corp
Florida
USD 11.4 M +USD 145 k +507 +1%
TWM
404
TriaGen Wealth Management
California
USD 11.3 M +USD 77.1 k +269 +0.7%
FMB
405
Field & Main Bank
Kentucky
USD 11.3 M +USD 244 k +851 +2%
WesBanco Bank
406
WesBanco Bank
West Virginia
USD 11.2 M +USD 489 k +1,705 +5%
SCP
407
Silverleafe Capital Partners
Tennessee
USD 11.2 M -USD 2.06 M -7,174 -16%
BOK Financial Private Wealth
408
BOK Financial Private Wealth
Colorado
USD 11.1 M -USD 484 k -1,690 -4%
Capital Advantage
409
Capital Advantage
California
USD 11 M +USD 460 k +1,605 +5%
Flagship Harbor Advisors
410
Flagship Harbor Advisors
Massachusetts
USD 11 M +USD 103 k +359 +1%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
USD 10.9 M -USD 325 k -1,134 -3%
Valmark Advisers
412
Valmark Advisers
Ohio
USD 10.9 M +USD 115 k +402 +1%
Evolution Wealth Advisors
413
Evolution Wealth Advisors
Florida
USD 10.9 M -USD 267 k -932 -3%
Visionary Wealth Advisors
414
Visionary Wealth Advisors
Illinois
USD 10.9 M +USD 20.1 k +70 +0.2%
BFP
415
Beacon Financial Planning
Massachusetts
USD 10.9 M +USD 202 k +705 +2%
DAS
416
DMKC Advisory Services
Iowa
USD 10.8 M +USD 8.35 M +29,142 +439%
Verum Partners
417
Verum Partners
North Carolina
USD 10.7 M +USD 109 k +381 +1%
Peak Retirement Planning
418
Peak Retirement Planning
Ohio
USD 10.7 M +USD 204 k +713 +2%
KFS
419
Krane Financial Solutions
California
USD 10.6 M -USD 35 k -122 -0.3%
CNBT
420
Cornerstone National Bank & Trust
Illinois
USD 10.5 M -USD 616 k -2,149 -6%
Sand Hill Global Advisors
421
Sand Hill Global Advisors
California
USD 10.5 M -USD 187 k -651 -2%
Titleist Asset Management
422
Titleist Asset Management
Texas
USD 10.5 M -USD 106 k -369 -1%
Goldstone Financial Group
423
Goldstone Financial Group
Illinois
USD 10.5 M +USD 5.28 M +18,428 +114%
Thrive Wealth Management
424
Thrive Wealth Management
Pennsylvania
USD 10.4 M +USD 145 k +507 +1%
IFP Advisors
425
IFP Advisors
Florida
USD 10.4 M +USD 12.9 k +45 +0.1%