We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
651
1900 Wealth Management
Texas
$1.85M +$123K +554 +7%
DCM
652
Dimension Capital Management
Florida
$1.83M -$2M -9,016 -53%
LWM
653
Liberty Wealth Management
California
$1.82M -$406K -1,834 -18%
IAN
654
Integrated Advisors Network
Texas
$1.81M -$177K -800 -9%
VC
655
Veery Capital
Delaware
$1.78M +$42.8K +193 +3%
SAM
656
Sawgrass Asset Management
Florida
$1.77M
WS
657
Wedbush Securities
California
$1.77M +$106K +478 +6%
WA
658
WESPAC Advisors
California
$1.77M -$2.09M -9,444 -55%
HCC
659
Hirtle Callaghan & Co
Pennsylvania
$1.76M -$10.6K -48 -0.6%
VBFP
660
Valtinson Bruner Financial Planning
Minnesota
$1.75M +$150K +675 +9%
SC
661
Scotia Capital
Ontario, Canada
$1.74M +$96.6K +436 +6%
CA
662
Claro Advisors
Massachusetts
$1.74M +$383K +1,730 +29%
GWMIA
663
Global Wealth Management Investment Advisory
Florida
$1.74M +$35.2K +159 +2%
ATC
664
Argent Trust Co
Tennessee
$1.73M -$9.97K -45 -0.6%
TI
665
Truepoint Inc
Ohio
$1.72M +$1.36M +6,156 +412%
ODIJL
666
One Day In July LLC
Vermont
$1.72M -$6.65K -30 -0.4%
FPCP
667
Fort Point Capital Partners
California
$1.7M -$14.4K -65 -0.9%
JPLA
668
Joseph P. Lucia & Associates
New York
$1.69M +$201K +908 +14%
TFM
669
TFC Financial Management
Massachusetts
$1.69M +$70.9K +320 +4%
TA
670
Tiedemann Advisors
New York
$1.69M +$366K +1,650 +28%
HSA
671
HBK Sorce Advisory
Pennsylvania
$1.68M -$133K -599 -7%
KA
672
Klingman & Associates
New York
$1.68M -$55.4K -250 -3%
NFG
673
Nations Financial Group
Iowa
$1.67M +$329K +1,485 +25%
CMBA
674
C.M. Bidwell & Associates
Hawaii
$1.67M -$1.51M -6,812 -48%
BC
675
Burleson & Co
California
$1.67M +$133K +598 +9%