We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
526
Liberty Wealth Management
California
$864K +$77.1K +513 +7%
SSB
527
Sandy Spring Bank
Maryland
$862K +$212K +1,410 +23%
FPB
528
First PREMIER Bank
South Dakota
$860K -$17.3K -115 -2%
AAM
529
Ameraudi Asset Management
New York
$860K +$1.12M +7,451 New
BWL
530
Bogart Wealth LLC
Virginia
$857K +$1.04M +6,931 +1,403%
FPIS
531
Financial Planning & Information Services
Wisconsin
$850K -$24.8K -165 -2%
VCP
532
Verus Capital Partners
Arizona
$845K +$571K +3,797 +108%
ACP
533
Aveo Capital Partners
Colorado
$841K -$18.2K -121 -2%
BSB
534
Bangor Savings Bank
Maine
$841K +$56.7K +377 +5%
RC
535
Roundview Capital
New Jersey
$841K +$276K +1,836 +34%
IA
536
IFP Advisors
Florida
$835K +$365K +2,432 +53%
DC
537
Davenport & Co
Virginia
$830K +$189K +1,257 +21%
TA
538
Tiedemann Advisors
New York
$829K -$1.33M -8,841 -55%
SW
539
SkyOak Wealth
Michigan
$829K -$86.4K -575 -7%
RW
540
REDW Wealth
New Mexico
$829K +$5.26K +35 +0.5%
Deutsche Bank
541
Deutsche Bank
Germany
$828K +$119K +790 +12%
BFG
542
Barber Financial Group
Kansas
$824K -$28.1K -187 -3%
AIP
543
Ameritas Investment Partners
Nebraska
$824K +$39.4K +262 +4%
WP
544
WealthSource Partners
California
$821K -$558K -3,712 -34%
WCM
545
Windham Capital Management
Massachusetts
$821K
TCPWM
546
Traverso Chambers Private Wealth Management
California
$816K -$802K -5,334 -43%
KIA
547
KCM Investment Advisors
California
$816K -$248K -1,653 -19%
TIM
548
Tortoise Investment Management
New York
$813K +$552K +3,676 +109%
AFP
549
Ausdal Financial Partners
Iowa
$807K +$181K +1,205 +23%
DWT
550
Dorsey & Whitney Trust
South Dakota
$806K +$412K +2,739 +65%