We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
276
Howe & Rusling
New York
$722K +$53.2K +469 +8%
KA
277
Klingman & Associates
New York
$718K
CWM
278
Concert Wealth Management
California
$709K +$16.9K +149 +2%
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$701K +$23K +203 +3%
SDWMA
280
Schneider Downs Wealth Management Advisors
Pennsylvania
$699K +$716K +6,319 New
RWG
281
Regal Wealth Group
California
$697K +$714K +6,300 New
LIC
282
Lodestar Investment Counsel
Illinois
$694K +$166K +1,461 +30%
GC
283
Gibson Capital
Pennsylvania
$683K
CCM
284
Covington Capital Management
California
$666K +$3.4K +30 +0.5%
AWMS
285
Advocacy Wealth Management Services
Georgia
$658K +$671K +5,920 New
ACM
286
Advisors Capital Management
New Jersey
$655K -$52K -459 -7%
HCM
287
Horan Capital Management
Maryland
$655K +$164K +1,449 +32%
WA
288
WFG Advisors
Texas
$645K +$126K +1,116 +24%
IWA
289
Inspirion Wealth Advisors
Illinois
$642K +$11.9K +105 +2%
FWM
290
Focused Wealth Management
New York
$639K -$439K -3,869 -40%
1GA
291
1st Global Advisors
Texas
$639K
ACI
292
Alpha Cubed Investments
California
$635K +$9.18K +81 +1%
CB
293
Chemical Bank
Michigan
$631K
SFSG
294
Stearns Financial Services Group
North Carolina
$630K -$12.2K -108 -2%
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$615K +$9.07K +80 +1%
BSW
296
Buckingham Strategic Wealth
Missouri
$613K -$132K -1,162 -17%
HK
297
Horizon Kinetics
New York
$612K -$131K -1,159 -17%
AFP
298
Ausdal Financial Partners
Iowa
$611K +$626K +5,520 New
LCM
299
Lucas Capital Management
New Jersey
$609K +$58.1K +513 +10%
OA
300
Oxbow Advisors
Texas
$603K