We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
626
Walter & Keenan Wealth Management
Indiana
$586K +$813K +5,409 New
WCM
627
Washburn Capital Management
Florida
$584K +$30.1K +200 +4%
HCMT
628
Highland Capital Management (Tennessee)
Tennessee
$584K +$37.1K +247 +5%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$578K +$210K +1,397 +39%
CSPIA
630
Cary Street Partners Investment Advisory
Virginia
$574K -$846K -5,629 -53%
SEIA
631
Signature Estate & Investment Advisors
California
$569K -$412K -2,740 -36%
JCM
632
Jag Capital Management
Missouri
$569K +$3.76K +25 +0.5%
JFA
633
Johanson Financial Advisors
California
$565K +$26.3K +175 +4%
RWMH
634
Riverpoint Wealth Management Holdings
Illinois
$562K +$292K +1,944 +67%
CPA
635
Clear Perspective Advisors
Illinois
$561K -$1.2M -7,981 -62%
RSS
636
Rosenblum Silverman Sutton
California
$558K +$727K +4,837 New
CAM
637
Columbia Asset Management
Michigan
$556K +$2.56K +17 +0.4%
SIC
638
Sigma Investment Counselors
Michigan
$551K +$167K +1,111 +30%
NFG
639
Nations Financial Group
Iowa
$549K +$136K +907 +24%
I
640
IberiaBank
Louisiana
$543K +$193K +1,282 +38%
FC
641
Ferris Capital
Massachusetts
$541K
MA
642
MONECO Advisors
Connecticut
$540K -$208K -1,382 -23%
MCG
643
McCollum Christoferson Group
New York
$536K
CCFM
644
Clear Creek Financial Management
Washington
$535K +$651K +4,332 New
VIM
645
Vista Investment Management
Pennsylvania
$532K -$381K -2,534 -36%
PWP
646
Principle Wealth Partners
Connecticut
$530K -$5.59M -37,199 -89%
BP
647
BBR Partners
New York
$530K +$74.4K +495 +12%
ML
648
McAdam LLC
Pennsylvania
$530K +$690K +4,592 New
SDWMA
649
Schneider Downs Wealth Management Advisors
Pennsylvania
$526K +$1.35K +9 +0.2%
EWA
650
Exencial Wealth Advisors
Oklahoma
$522K +$437K +2,905 +179%