We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
276
Wintrust Investments
Illinois
$3.18M -$766K -5,152 -20%
VCM
277
Vivaldi Capital Management
Illinois
$3.15M -$640K -4,306 -17%
EC
278
Estate Counselors
Wisconsin
$3.15M +$453K +3,050 +17%
RFO
279
RiverGlades Family Offices
Florida
$3.08M +$3M +20,169 New
PPP
280
Private Portfolio Partners
New Jersey
$3.06M +$105K +708 +4%
WA
281
Wealth Architects
California
$3.05M +$17.2K +116 +0.6%
GRP
282
Global Retirement Partners
California
$3.05M -$19K -128 -0.6%
ACI
283
Alpha Cubed Investments
California
$3.05M +$2.08K +14 +0.1%
WIA
284
Wealthstreet Investment Advisors
Texas
$3.02M +$37.5K +252 +1%
BWM
285
Brickley Wealth Management
California
$3.02M +$81.8K +550 +3%
RBC
286
Roble Belko & Company
Pennsylvania
$3M +$2.58M +17,367 +757%
BWA
287
BDO Wealth Advisors
Florida
$2.99M +$18.3M +123,264 +548%
MWA
288
Martel Wealth Advisors
Washington
$2.97M +$46.8K +315 +2%
GPWA
289
Great Point Wealth Advisors
Massachusetts
$2.96M -$103K -694 -3%
BHWM
290
Bay Harbor Wealth Management
Maryland
$2.94M +$107K +719 +4%
HSA
291
HBK Sorce Advisory
Pennsylvania
$2.9M -$25.9K -174 -0.9%
CCM
292
Chilton Capital Management
Texas
$2.9M +$488K +3,283 +21%
GSIS
293
Global Strategic Investment Solutions
Arizona
$2.9M +$906K +6,092 +47%
TC
294
Truvestments Capital
Florida
$2.89M +$2.82M +18,940 New
DWM
295
Dakota Wealth Management
Florida
$2.86M +$536K +3,606 +24%
FCH
296
Freestone Capital Holdings
Washington
$2.85M -$4.83M -32,499 -64%
JFGLC
297
Johnson Financial Group LLC (Colorado)
Colorado
$2.84M +$1.84M +12,379 +200%
RIM
298
Redwood Investment Management
Arizona
$2.81M +$2.74M +18,406 New
APA
299
American Portfolios Advisors
New York
$2.8M +$384K +2,585 +16%
NA
300
NewEdge Advisors
Louisiana
$2.73M -$904K -6,078 -25%