We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$343K +$214K +1,326 +169%
NB
627
Nicolet Bankshares
Wisconsin
$341K -$20.5K -127 -6%
NDSI
628
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$1.29K +8 +0.4%
CL
629
CPWM LLC
Washington
$338K
AW
630
ACG Wealth
Georgia
$338K +$21.8K +135 +7%
MJRIC
631
Mogy Joel R Investment Counsel
California
$337K
TC
632
Toews Corporation
New Jersey
$330K -$5.99K -37 -2%
ACM
633
Armbruster Capital Management
New York
$330K
IAA
634
Ironsides Asset Advisors
North Carolina
$328K
CI
635
Cavalier Investments
Georgia
$327K +$326K +2,014 New
OC
636
Oakworth Capital
Alabama
$325K
SC
637
Searle & Co
Connecticut
$325K
APP
638
Avantax Planning Partners
Iowa
$324K
CC
639
Cadinha & Co
Hawaii
$322K
NEGWA
640
New England Guild Wealth Advisors
Connecticut
$317K
NAM
641
NTV Asset Management
West Virginia
$317K +$72.8K +450 +30%
Franklin Resources
642
Franklin Resources
California
$315K
MFW
643
Mosaic Family Wealth
Missouri
$314K -$90.1K -557 -21%
SFG
644
SNS Financial Group
Minnesota
$313K -$22.8K -141 -7%
MBT
645
Montecito Bank & Trust
California
$312K
BWA
646
BDO Wealth Advisors
Florida
$309K
SWM
647
Stockman Wealth Management
Montana
$306K
IFAM
648
Institutional & Family Asset Management
Colorado
$306K +$102K +628 +50%
SCA
649
Strategic Capital Advisers
Colorado
$305K
TWA
650
TCI Wealth Advisors
Arizona
$303K -$7.44K -46 -2%