We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
701
Kathleen S. Wright Associates
Pennsylvania
$2.15M +$95.6K +480 +4%
SFG
702
Sage Financial Group
Pennsylvania
$2.14M +$996 +5 +0%
SC
703
Stephens Consulting
Michigan
$2.14M -$19.9K -100 -0.9%
GLLW
704
Graves Light Lenhart Wealth
Virginia
$2.12M +$5.78K +29 +0.3%
BRM
705
Boston Research & Management
Massachusetts
$2.11M -$12K -60 -0.5%
CAM
706
Columbia Asset Management
Michigan
$2.11M +$267K +1,340 +14%
BMM
707
Berkshire Money Management
Massachusetts
$2.09M -$85.7K -430 -4%
SFA
708
Semmax Financial Advisors
North Carolina
$2.09M +$2.27M +11,418 New
HFAS
709
Hummer Financial Advisory Services
Illinois
$2.09M – – –
BTI
710
Blue Trust Inc
Georgia
$2.08M -$1.54M -7,740 -43%
SPIO
711
Seven Post Investment Office
California
$2.06M – – –
NFP
712
Narus Financial Partners
Utah
$2.06M -$6.18K -31 -0.3%
BWM
713
Brickley Wealth Management
California
$2.06M -$31.3K -157 -1%
TIM
714
Tortoise Investment Management
New York
$2.06M -$1.2K -6 -0.1%
DP
715
Denver PWM
Colorado
$2.06M +$52.2K +262 +2%
NEWAS
716
N.E.W. Advisory Services
Wisconsin
$2.06M +$90.1K +452 +4%
TI
717
Tidal Investments
Wisconsin
$2.05M +$162K +813 +8%
TFM
718
TFC Financial Management
Massachusetts
$2.05M +$25.9K +130 +1%
VP
719
Verum Partners
North Carolina
$2.04M +$1.58M +7,910 +274%
Vontobel Holding
720
Vontobel Holding
Switzerland
$2.04M -$129K -648 -6%
D
721
Dentgroup
Louisiana
$2.04M +$6.38K +32 +0.3%
AWM
722
Apollon Wealth Management
South Carolina
$2.03M -$66.1K -332 -3%
AAM
723
Aureus Asset Management
Massachusetts
$2.01M +$1.92M +9,643 +958%
TWM
724
Tanager Wealth Management
United Kingdom
$2.01M -$190K -953 -8%
SEI Investments
725
SEI Investments
Pennsylvania
$2.01M +$3.19K +16 +0.2%