We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
351
Summit Financial
New Jersey
$6.64M -$130K -672 -2%
SCA
352
Sandy Cove Advisors
Massachusetts
$6.6M -$1.44M -7,413 -18%
SC
353
Steph & Co
Wisconsin
$6.58M -$215K -1,111 -3%
TA
354
Tectonic Advisors
Texas
$6.57M +$342K +1,761 +5%
BBWP
355
Beacon Bridge Wealth Partners
Pennsylvania
$6.57M +$4.01M +20,668 +148%
AWM
356
Abound Wealth Management
Tennessee
$6.48M +$196K +1,011 +3%
WFPG
357
Waller Financial Planning Group
Ohio
$6.43M -$985K -5,078 -13%
BDF
358
Black Diamond Financial
Maryland
$6.43M +$97.5K +503 +2%
BDFN
359
Bond & Devick Financial Network
Minnesota
$6.4M +$15.9K +82 +0.2%
CNBT
360
Cornerstone National Bank & Trust
Illinois
$6.39M -$32.6K -168 -0.5%
MCM
361
Manchester Capital Management
Vermont
$6.38M +$935K +4,821 +17%
AOI
362
Auto-Owners Insurance
Michigan
$6.37M
CG
363
Caprock Group
Idaho
$6.32M -$59.5K -307 -0.9%
GWP
364
Gateway Wealth Partners
Wisconsin
$6.27M +$157K +809 +3%
CAM
365
Cresset Asset Management
Illinois
$6.27M -$40.6M -209,515 -86%
HWM
366
Howard Wealth Management
Connecticut
$6.25M -$71.2K -367 -1%
HAC
367
Harbor Advisory Corp
New Hampshire
$6.24M -$394K -2,030 -6%
AWM
368
Angeles Wealth Management
California
$6.2M +$639K +3,296 +11%
FC
369
Forte Capital
New York
$6.18M +$102K +525 +2%
LCM
370
Logan Capital Management
Pennsylvania
$6.15M -$4.27K -22 -0.1%
MCA
371
Magnolia Capital Advisors
Mississippi
$6.13M +$6.27M +32,334 New
OCFG
372
O'Connor Financial Group
Illinois
$6.12M +$6.26M +32,293 New
JFG
373
JDM Financial Group
Texas
$6.12M -$203K -1,045 -3%
GRP
374
Global Retirement Partners
California
$6.1M -$2.56M -13,185 -28%
GA
375
GoalVest Advisory
New York
$6.06M +$2.25M +11,579 +57%