We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Bailard
California
$2.06M -$15.7K -69 -0.8%
HH
702
Hilltop Holdings
Texas
$2.05M -$34.3K -151 -2%
MAM
703
McLean Asset Management
Virginia
$2.03M -$14.1K -62 -0.7%
CMBA
704
C.M. Bidwell & Associates
Hawaii
$2.03M +$678K +2,982 +50%
Luther King Capital Management (LKCM)
705
Luther King Capital Management (LKCM)
Texas
$2.02M
TWM
706
Thrive Wealth Management
Pennsylvania
$2M +$2.02M +8,870 New
JCM
707
Jag Capital Management
Missouri
$2M +$540K +2,378 +37%
AC
708
Apella Capital
Connecticut
$2M +$45.9K +202 +2%
AWM
709
Avior Wealth Management
Nebraska
$1.99M +$179K +786 +10%
PTC
710
Private Trust Company
Ohio
$1.99M +$171K +751 +9%
DWM
711
Defined Wealth Management
Oregon
$1.97M +$45.2K +199 +2%
SW
712
SkyOak Wealth
Michigan
$1.97M +$96.3K +424 +5%
AIM
713
Anchor Investment Management
South Carolina
$1.97M -$106K -468 -5%
KP
714
Keel Point
Alabama
$1.97M -$1.12M -4,919 -36%
LFG
715
Larson Financial Group
Missouri
$1.96M -$22K -97 -1%
SFG
716
StrategIQ Financial Group
Indiana
$1.96M +$1.23M +5,409 +166%
CWA
717
Cornerstone Wealth Advisors
Minnesota
$1.96M -$296K -1,302 -13%
PFG
718
PAX Financial Group
Texas
$1.95M -$65.4K -288 -3%
WF
719
Warner Financial
Maryland
$1.95M +$1.96M +8,645 New
MCWS
720
McKinley Carter Wealth Services
West Virginia
$1.95M +$878K +3,863 +81%
National Bank of Canada
721
National Bank of Canada
Quebec, Canada
$1.95M +$1.96M +8,625 New
CA
722
Claro Advisors
Massachusetts
$1.95M +$140K +616 +8%
HCMT
723
Highland Capital Management (Tennessee)
Tennessee
$1.93M +$82K +361 +4%
PD
724
Planning Directions
Pennsylvania
$1.92M -$76.8K -338 -4%
WS
725
Wedbush Securities
California
$1.92M +$143K +630 +8%