We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$2.64M +$155K +1,062 +6%
ACI
277
Alpha Cubed Investments
California
$2.63M -$554K -3,802 -16%
WA
278
Wealth Architects
California
$2.62M +$258K +1,771 +10%
EVM
279
Eaton Vance Management
Massachusetts
$2.62M +$1.04M +7,162 +57%
CC
280
Courier Capital
New York
$2.59M -$65.5K -450 -2%
PPP
281
Private Portfolio Partners
New Jersey
$2.55M +$2.81M +19,307 New
BWM
282
Brickley Wealth Management
California
$2.54M -$16.6K -114 -0.6%
HSA
283
HBK Sorce Advisory
Pennsylvania
$2.53M +$8.73K +60 +0.3%
Voloridge Investment Management
284
Voloridge Investment Management
Florida
$2.53M +$2.79M +19,165 New
MWA
285
Martel Wealth Advisors
Washington
$2.53M -$4.95K -34 -0.2%
BWA
286
BlueSky Wealth Advisors
North Carolina
$2.5M +$1.59M +10,921 +166%
BHWM
287
Bay Harbor Wealth Management
Maryland
$2.44M +$2.69M +18,509 New
AWM
288
Altium Wealth Management
New York
$2.43M +$1.9M +13,057 +244%
ACM
289
Alpha Capital Management
Texas
$2.43M +$2.68M +18,381 New
JFG
290
JMG Financial Group
Illinois
$2.42M -$291K -2,000 -10%
RPG
291
Resource Planning Group
Georgia
$2.37M -$278K -1,907 -10%
ECM
292
Evergreen Capital Management
Washington
$2.34M +$29.1K +200 +1%
MSS
293
Mitchell Sinkler & Starr
Pennsylvania
$2.33M +$10.9K +75 +0.4%
MAM
294
Marquette Asset Management
Minnesota
$2.32M -$12.4K -85 -0.5%
EC
295
Estate Counselors
Wisconsin
$2.32M +$51K +350 +2%
PFA
296
Pure Financial Advisors
California
$2.3M -$69K -474 -3%
RCS
297
Retirement Capital Strategies
California
$2.28M -$3.46M -23,796 -58%
FPS
298
Fieldpoint Private Securities
Connecticut
$2.27M +$420K +2,883 +20%
SPC
299
Sigma Planning Corp
Michigan
$2.26M -$92.7K -637 -4%
SB
300
Simmons Bank
Arkansas
$2.25M -$137K -938 -5%