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icono de VB

Vanguard Morningstar Small-Cap ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
HCWM
1976
Hidden Cove Wealth Management
Washington
USD 340 k +USD 7.45 k +26 +2%
CFG
1977
Carter Financial Group
Illinois
USD 340 k -USD 10.9 k -38 -3%
WFG
1978
Wills Financial Group
Virginia
USD 339 k – – –
STA
1979
Shade Tree Advisors
New York
USD 338 k – – –
Halbert Hargrove Global Advisors
1980
Halbert Hargrove Global Advisors
California
USD 337 k -USD 6.02 k -21 -2%
SMWM
1981
Silvia McColl Wealth Management
California
USD 336 k – – –
Novare Capital Management
1982
Novare Capital Management
North Carolina
USD 336 k -USD 4.3 k -15 -1%
Symmetry Partners
1983
Symmetry Partners
Connecticut
USD 335 k – – –
Oak Harvest Investment Services
1984
Oak Harvest Investment Services
Texas
USD 334 k -USD 30.4 k -106 -9%
SWA
1985
Serenus Wealth Advisors
California
USD 333 k – – –
MCC
1986
Money Concepts Capital
Florida
USD 332 k -USD 573 -2 -0.2%
Noesis Capital Mangement
1987
Noesis Capital Mangement
Florida
USD 331 k -USD 7.16 k -25 -2%
MS
1988
Monetary Solutions
Ohio
USD 331 k +USD 78 k +272 +33%
SlateStone Wealth
1989
SlateStone Wealth
Florida
USD 329 k -USD 6.59 k -23 -2%
AFP
1990
ATX Financial Planning
Texas
USD 327 k -USD 54.5 k -190 -15%
Strategic Wealth Partners
1991
Strategic Wealth Partners
Ohio
USD 327 k +USD 24.6 k +86 +9%
LT
1992
Legacy Trust
Michigan
USD 326 k – – –
SCA
1993
Southern Capital Advisors
Tennessee
USD 325 k +USD 8.31 k +29 +3%
BWM
1994
BKM Wealth Management
Wisconsin
USD 325 k +USD 6.59 k +23 +2%
MIM
1995
Marco Investment Management
Georgia
USD 323 k – – –
Port Capital
1996
Port Capital
Illinois
USD 323 k +USD 305 k +1,065 Nuevas
GCA
1997
Gallagher Capital Advisors
Texas
USD 322 k -USD 287 -1 -0.1%
MEG
1998
Millstone Evans Group
Colorado
USD 322 k -USD 161 k -562 -35%
WF
1999
Womack Financial
Texas
USD 320 k – – –
Tobias Financial Advisors
2000
Tobias Financial Advisors
Florida
USD 320 k -USD 1.72 k -6 -0.6%