We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
576
Northwest Wealth Management
Iowa
$886K -$75.8K -476 -8%
AFP
577
Ausdal Financial Partners
Iowa
$885K -$205K -1,289 -19%
SG
578
Somerset Group
Minnesota
$880K -$280K -1,757 -25%
NSIM
579
North Star Investment Management
Illinois
$879K +$71.2K +447 +9%
FA
580
Forefront Analytics
Pennsylvania
$878K +$70.9K +445 +9%
PA
581
Probity Advisors
Texas
$864K
W
582
WealthStone
Ohio
$860K -$106K -667 -11%
FFN
583
Focus Financial Network
Minnesota
$857K +$824K +5,173 New
RWRC
584
R.W. Roge & Company
New York
$856K +$823K +5,169 New
CFG
585
Citizens Financial Group
Rhode Island
$844K +$164K +1,030 +25%
CSIC
586
Clifford Swan Investment Counsel
California
$843K -$28.7K -180 -3%
TF
587
Tompkins Financial
New York
$842K -$50.3K -316 -6%
HKAM
588
Horizon Kinetics Asset Management
New York
$832K -$29.3K -184 -4%
MPW
589
Monterey Private Wealth
California
$831K +$799K +5,015 New
QCG
590
Quadrant Capital Group
Ohio
$817K +$10.4K +65 +1%
WF
591
Welch & Forbes
Massachusetts
$816K +$44.6K +280 +6%
Prudential Financial
592
Prudential Financial
New Jersey
$815K -$174K -1,092 -18%
JCM
593
Jag Capital Management
Missouri
$812K
WCM
594
Washburn Capital Management
Florida
$805K +$774K +4,860 New
FSC
595
Full Sail Capital
Oklahoma
$799K
HCMT
596
Highland Capital Management (Tennessee)
Tennessee
$797K +$6.53K +41 +0.9%
CAM
597
Columbia Asset Management
Michigan
$795K +$3.5K +22 +0.5%
IWMA
598
Ironwood Wealth Management (Arizona)
Arizona
$793K
VWA
599
V Wealth Advisors
Kansas
$787K
WB
600
WesBanco Bank
West Virginia
$786K +$43.6K +274 +6%