We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFG Advisors
Missouri
$2.63M +$163K +844 +6%
TFA
552
Trinity Financial Advisors
Ohio
$2.63M -$718K -3,716 -20%
RBC
553
Roble Belko & Company
Pennsylvania
$2.62M +$257K +1,333 +10%
BFA
554
Bragg Financial Advisors
North Carolina
$2.62M -$245K -1,267 -8%
LIG
555
Lokken Investment Group
Delaware
$2.62M +$36.3K +188 +1%
MA
556
Modus Advisors
Minnesota
$2.62M +$10K +52 +0.4%
SWA
557
SOA Wealth Advisors
New York
$2.61M -$167K -867 -6%
MHIC
558
Marble Harbor Investment Counsel
Massachusetts
$2.6M -$196K -1,015 -6%
LSAG
559
Lake Street Advisors Group
New Hampshire
$2.6M +$684K +3,540 +32%
MWM
560
Mascoma Wealth Management
New Hampshire
$2.59M -$193K -997 -6%
KeyBank National Association
561
KeyBank National Association
Ohio
$2.59M +$28.8K +149 +1%
PFM
562
Phillips Financial Management
Indiana
$2.57M -$178K -921 -6%
KFGK
563
Keystone Financial Group (Kentucky)
Kentucky
$2.57M +$76.1K +394 +3%
CWMGP
564
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.56M -$107K -555 -4%
TFS
565
Thoroughbred Financial Services
Tennessee
$2.55M +$270K +1,398 +11%
FPS
566
Fieldpoint Private Securities
Connecticut
$2.54M +$2.7K +14 +0.1%
MAG
567
Mokosak Advisory Group
Iowa
$2.54M +$147K +760 +6%
UBV
568
United Bank (Virginia)
Virginia
$2.54M +$2.15M +11,130 +340%
IA
569
IFP Advisors
Florida
$2.53M
WB
570
WesBanco Bank
West Virginia
$2.53M +$279K +1,443 +11%
BKA
571
Brick & Kyle Associates
Pennsylvania
$2.53M +$62.4K +323 +2%
OMC
572
Old Mission Capital
Illinois
$2.52M -$3.45M -17,890 -56%
TMWM
573
Taylor & Morgan Wealth Management
Michigan
$2.52M +$193 +1 +0%
CHA
574
Carmichael Hill & Associates
Maryland
$2.51M +$177K +919 +7%
FA
575
Flagstar Advisors
New York
$2.51M +$300K +1,553 +12%