We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
501
Concurrent Investment Advisors
Florida
$4.69M +$4.24M +21,999 New
CA
502
Continuum Advisory
Idaho
$4.69M -$73.6K -382 -2%
BF
503
BOK Financial
Oklahoma
$4.68M +$378K +1,962 +10%
CW
504
Connectus Wealth
Ohio
$4.68M +$584K +3,032 +16%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$4.65M +$891K +4,626 +27%
EFS
506
Essex Financial Services
Connecticut
$4.64M +$515K +2,675 +14%
MWA
507
Martel Wealth Advisors
Washington
$4.63M +$35.6K +185 +0.9%
AMR
508
Asset Management Resources
Massachusetts
$4.62M -$710K -3,686 -15%
BBWP
509
Beacon Bridge Wealth Partners
Pennsylvania
$4.61M +$9.83K +51 +0.2%
RC
510
Rareview Capital
Nevada
$4.6M +$4.15M +21,557 New
IFA
511
Index Fund Advisors
California
$4.6M +$11.4K +59 +0.3%
PFS
512
Prospera Financial Services
Texas
$4.58M -$187K -971 -4%
SHF
513
Stage Harbor Financial
Massachusetts
$4.57M +$4.13M +21,421 New
LC
514
Lindbrook Capital
California
$4.57M +$137K +709 +3%
HL
515
HeadInvest LLC
Maine
$4.55M -$100K -520 -2%
OCM
516
One Capital Management
California
$4.53M -$5.78K -30 -0.1%
NOI
517
Newton One Investments
Delaware
$4.53M +$60.7K +315 +2%
SFG
518
Sovereign Financial Group
Connecticut
$4.5M +$285K +1,480 +8%
ASN
519
Advisory Services Network
Georgia
$4.49M -$2.68M -13,899 -40%
RIM
520
RW Investment Management
Idaho
$4.46M +$124K +641 +3%
CW
521
Cabot-Wellington
Massachusetts
$4.45M -$207K -1,076 -5%
CAC
522
Certified Advisory Corp
Florida
$4.45M -$966K -5,012 -19%
UBV
523
United Bank (Virginia)
Virginia
$4.43M +$79.8K +414 +2%
PFA
524
Pathway Financial Advisors
Vermont
$4.43M +$70.1K +364 +2%
FF
525
Farrell Financial
New York
$4.36M +$4.43M +22,996 New