We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
551
Wipfli Financial Advisors
Wisconsin
$2.63M +$1.8M +9,340 +166%
IA
552
IFG Advisors
Missouri
$2.63M +$163K +844 +6%
TFA
553
Trinity Financial Advisors
Ohio
$2.63M -$718K -3,716 -20%
RBC
554
Roble Belko & Company
Pennsylvania
$2.62M +$257K +1,333 +10%
BFA
555
Bragg Financial Advisors
North Carolina
$2.62M -$245K -1,267 -8%
LIG
556
Lokken Investment Group
Delaware
$2.62M +$36.3K +188 +1%
MA
557
Modus Advisors
Minnesota
$2.62M +$10K +52 +0.4%
SWA
558
SOA Wealth Advisors
New York
$2.61M -$167K -867 -6%
MHIC
559
Marble Harbor Investment Counsel
Massachusetts
$2.6M -$196K -1,015 -6%
LSAG
560
Lake Street Advisors Group
New Hampshire
$2.6M +$684K +3,540 +32%
MWM
561
Mascoma Wealth Management
New Hampshire
$2.59M -$193K -997 -6%
KeyBank National Association
562
KeyBank National Association
Ohio
$2.59M +$28.8K +149 +1%
PFM
563
Phillips Financial Management
Indiana
$2.57M -$178K -921 -6%
KFGK
564
Keystone Financial Group (Kentucky)
Kentucky
$2.57M +$76.1K +394 +3%
CWMGP
565
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.56M -$107K -555 -4%
TFS
566
Thoroughbred Financial Services
Tennessee
$2.55M +$270K +1,398 +11%
FPS
567
Fieldpoint Private Securities
Connecticut
$2.54M +$2.7K +14 +0.1%
MAG
568
Mokosak Advisory Group
Iowa
$2.54M +$147K +760 +6%
UBV
569
United Bank (Virginia)
Virginia
$2.54M +$2.15M +11,130 +340%
IA
570
IFP Advisors
Florida
$2.53M – – –
WB
571
WesBanco Bank
West Virginia
$2.53M +$279K +1,443 +11%
BKA
572
Brick & Kyle Associates
Pennsylvania
$2.53M +$62.4K +323 +2%
OMC
573
Old Mission Capital
Illinois
$2.52M -$3.45M -17,890 -56%
TMWM
574
Taylor & Morgan Wealth Management
Michigan
$2.52M +$193 +1 +0%
CHA
575
Carmichael Hill & Associates
Maryland
$2.51M +$177K +919 +7%