We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
501
Carolinas Wealth Consulting
North Carolina
$3.27M -$14.4K -65 -0.4%
BIM
502
Bridges Investment Management
Nebraska
$3.27M
JFA
503
JNBA Financial Advisors
Minnesota
$3.24M -$19.3K -87 -0.6%
WJWM
504
Williams Jones Wealth Management
New York
$3.24M +$141K +634 +5%
IP
505
Investment Partners
Ohio
$3.22M -$101K -458 -3%
MOS
506
MGO One Seven
Ohio
$3.22M +$1.56M +7,018 +97%
AL
507
Aspiriant LLC
California
$3.21M +$525K +2,367 +20%
MFT
508
Moisand Fitzgerald Tamayo
Florida
$3.19M +$30.4K +137 +1%
RIG
509
Ramiah Investment Group
Wisconsin
$3.19M +$914K +4,125 +41%
ACP
510
Aveo Capital Partners
Colorado
$3.18M +$178K +802 +6%
GPWA
511
Great Point Wealth Advisors
Massachusetts
$3.18M
FUBT
512
First United Bank & Trust
Maryland
$3.17M -$263K -1,189 -8%
PWP
513
Principle Wealth Partners
Connecticut
$3.15M +$565K +2,549 +22%
IC
514
Inscription Capital
Texas
$3.15M +$3.1M +13,975 New
BKA
515
Brick & Kyle Associates
Pennsylvania
$3.14M +$9.97K +45 +0.3%
IA
516
IFG Advisors
Missouri
$3.14M +$5.32K +24 +0.2%
UWM
517
USAdvisors Wealth Management
Minnesota
$3.13M +$80.2K +362 +3%
GCA
518
Gradient Capital Advisors
California
$3.12M +$77.8K +351 +3%
AI
519
Accredited Investors
Minnesota
$3.11M -$221K -995 -7%
ACA
520
Affinity Capital Advisors
California
$3.09M -$87.3K -394 -3%
HAC
521
Harbor Advisory Corp
New Hampshire
$3.09M +$198K +895 +7%
CWM
522
Cranbrook Wealth Management
Michigan
$3.08M -$65.8K -297 -2%
MAG
523
Mokosak Advisory Group
Iowa
$3.05M +$88.4K +399 +3%
FNT
524
First National Trust
Pennsylvania
$3.05M +$745K +3,360 +33%
NFP
525
Novak Financial Planning
Maryland
$3.03M +$278K +1,253 +10%