We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$11.4M +$3.79M +18,009 +48%
JIC
227
Johnson Investment Counsel
Ohio
$11.4M +$3.95M +18,763 +53%
AIM
228
Acropolis Investment Management
Missouri
$11.4M +$1.73M +8,231 +18%
AA
229
ALPS Advisors
Colorado
$11.3M +$497K +2,360 +5%
WFM
230
Wolff Financial Management
Michigan
$11.2M +$179K +851 +2%
RWI
231
Red Wave Investments
Pennsylvania
$11.2M -$42.3K -201 -0.4%
WFA
232
West Financial Advisors
Iowa
$11.1M -$368K -1,750 -3%
WA
233
Wealth Architects
California
$11M +$1.4M +6,629 +15%
MFA
234
McClarren Financial Advisors
Pennsylvania
$11M +$421 +2 +0%
EPM
235
Elm Partners Management
Pennsylvania
$10.7M -$4.14M -19,684 -28%
UFA
236
US Financial Advisors
Massachusetts
$10.6M +$696K +3,308 +7%
ECG
237
Edge Capital Group
Georgia
$10.5M +$3.04M +14,456 +41%
DC
238
DeDora Capital
California
$10.4M +$10.3M +49,148 New
WIC
239
Woodmont Investment Counsel
Tennessee
$10.1M +$1.88M +8,918 +23%
WTA
240
Washington Trust Advisors
Massachusetts
$10.1M +$609K +2,893 +7%
MPW
241
Monterey Private Wealth
California
$10M -$18.5K -88 -0.2%
GRP
242
Global Retirement Partners
California
$9.99M +$11.4M +54,067 New
AllianceBernstein
243
AllianceBernstein
Tennessee
$9.92M -$25.1M -119,448 -72%
IHWM
244
Iron Horse Wealth Management
Iowa
$9.8M +$951K +4,517 +11%
GT
245
Glenview Trust
Kentucky
$9.73M +$21.9K +104 +0.2%
MWC
246
MBM Wealth Consultants
Missouri
$9.7M +$890K +4,229 +10%
AWA
247
Arkadios Wealth Advisors
Georgia
$9.67M +$330K +1,566 +4%
SW
248
SVB Wealth
Massachusetts
$9.5M -$278K -1,322 -3%
TWP
249
Tower Wealth Partners
Pennsylvania
$9.45M +$155K +738 +2%
PWM
250
Praetorian Wealth Management
California
$9.45M +$76.6K +364 +0.8%