We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$9.61M +$2.4M +12,714 +29%
AA
227
ALPS Advisors
Colorado
$9.54M -$64.2K -340 -0.6%
5L
228
55I LLC
Massachusetts
$9.53M +$3.14M +16,650 +43%
GRP
229
Global Retirement Partners
California
$9.47M -$461K -2,444 -5%
GAM
230
Gemmer Asset Management
California
$9.38M +$939K +4,976 +10%
ECG
231
Edge Capital Group
Georgia
$9.37M +$4.82M +25,543 +87%
WA
232
Wealth Architects
California
$9.33M +$269K +1,426 +3%
HNB
233
Huntington National Bank
Ohio
$9.33M
CST
234
Charles Schwab Trust
Nevada
$9.26M +$2.17M +11,510 +27%
MFA
235
McClarren Financial Advisors
Pennsylvania
$9.21M +$8.51M +45,076 +513%
UFA
236
US Financial Advisors
Massachusetts
$9.19M +$568K +3,011 +6%
SW
237
SVB Wealth
Massachusetts
$9.15M +$2.56M +13,564 +34%
OBWG
238
Onyx Bridge Wealth Group
New York
$9.1M +$3.7M +19,584 +60%
RWI
239
Red Wave Investments
Pennsylvania
$8.91M -$21.7K -115 -0.2%
BC
240
Bartlett & Co
Ohio
$8.91M +$901K +4,772 +10%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$8.91M +$901K +4,772 +10%
SFS
242
Solitude Financial Services
Virginia
$8.81M -$147K -778 -1%
WI
243
WBI Investments
New Jersey
$8.76M +$9.74M +51,574 New
DC
244
DeDora Capital
California
$8.72M -$12.8K -68 -0.1%
PA
245
Parallel Advisors
California
$8.72M -$3.91M -20,686 -29%
MWM
246
Marietta Wealth Management
Georgia
$8.64M +$863K +4,573 +10%
WTA
247
Washington Trust Advisors
Massachusetts
$8.59M -$151K -800 -2%
OWM
248
Orgel Wealth Management
Wisconsin
$8.5M -$208M -1,102,253 -96%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$8.49M -$2.04M -10,806 -18%
MIAN
250
Mariner Independent Advisor Network
Kansas
$8.43M +$373K +1,976 +4%