We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
301
Wedmont Private Capital
Pennsylvania
$10.6M +$341K +1,583 +3%
ML
302
McAdam LLC
Pennsylvania
$10.6M +$525K +2,439 +6%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$10.6M -$29.3K -136 -0.3%
AWM
304
Aries Wealth Management
Maine
$10.4M +$248K +1,152 +3%
RPC
305
Rossmore Private Capital
Connecticut
$10.4M +$46K +214 +0.5%
PIA
306
Petredis Investment Advisors
Pennsylvania
$10.4M +$138K +640 +1%
FPAS
307
Focus Partners Advisor Solutions
Missouri
$10.4M -$1.22M -5,668 -11%
HNW
308
High Note Wealth
Minnesota
$10.4M +$751K +3,491 +8%
JIC
309
Johnson Investment Counsel
Ohio
$10.4M +$22.6K +105 +0.2%
CCM
310
Chilton Capital Management
Texas
$10.3M +$1.56M +7,236 +19%
AWA
311
Arbor Wealth Advisors
Michigan
$10.3M +$31K +144 +0.3%
IFAM
312
Institutional & Family Asset Management
Colorado
$10.2M +$3.34M +15,539 +53%
RWA
313
Roberts Wealth Advisors
California
$10.2M +$469K +2,182 +5%
First Manhattan
314
First Manhattan
New York
$10.1M -$273K -1,270 -3%
FOFP
315
Fee-Only Financial Planning
South Carolina
$10.1M -$93.1K -433 -1%
SFA
316
Spectrum Financial Alliance
Kentucky
$10.1M +$35.5K +165 +0.4%
CFGS
317
Concourse Financial Group Securities
Alabama
$10.1M +$2.4M +11,178 +34%
MPW
318
Monterey Private Wealth
California
$10.1M +$725K +3,369 +8%
CP
319
Capital Planning
Washington
$10.1M +$707K +3,286 +8%
AAS
320
Ameritas Advisory Services
Nebraska
$10M +$4.43M +20,574 +84%
CIA
321
Compass Ion Advisors
Pennsylvania
$10M -$157K -730 -2%
SPP
322
Single Point Partners
Massachusetts
$9.97M -$233K -1,085 -2%
CWA
323
Clarity Wealth Advisors
California
$9.89M +$231K +1,074 +3%
SC
324
Steph & Co
Wisconsin
$9.86M +$215K +999 +2%
FNC
325
First National Corp
Massachusetts
$9.84M