We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
726
C.M. Bidwell & Associates
Hawaii
$1.31M -$311K -1,397 -19%
CSIC
727
Clifford Swan Investment Counsel
California
$1.31M -$24.5K -110 -2%
TFCP
728
Twin Focus Capital Partners
Massachusetts
$1.3M – – –
Neuberger Berman Group
729
Neuberger Berman Group
New York
$1.3M +$291K +1,311 +28%
AWA
730
Alta Wealth Advisors
Massachusetts
$1.3M +$13.1K +59 +1%
FC
731
Ferris Capital
Massachusetts
$1.3M +$1.22M +5,491 New
MAS
732
Madden Advisory Services
Florida
$1.29M +$97.1K +437 +8%
JAG
733
Journey Advisory Group
Kentucky
$1.29M -$18.5K -83 -1%
QCG
734
Quadrant Capital Group
Ohio
$1.28M +$121K +544 +10%
JFA
735
Johanson Financial Advisors
California
$1.28M +$40.7K +183 +3%
CIC
736
Carnegie Investment Counsel
Ohio
$1.27M -$28.7K -129 -2%
TIAM2
737
Tru Independence Asset Management 2
Oregon
$1.27M -$3.25M -14,617 -72%
RWG
738
Regal Wealth Group
California
$1.27M – – –
CGIM
739
Cannon Global Investment Management
Florida
$1.27M +$1.29M +5,800 New
G
740
Gainplan
Michigan
$1.26M +$50.2K +226 +4%
GC
741
Gibson Capital
Pennsylvania
$1.26M – – –
SWA
742
Stratos Wealth Advisors
Ohio
$1.26M +$194K +873 +18%
BFG
743
Barber Financial Group
Kansas
$1.25M +$4K +18 +0.3%
CWM
744
Circle Wealth Management
New Jersey
$1.25M – – –
KIA
745
KCM Investment Advisors
California
$1.25M +$11.3K +51 +0.9%
FRA
746
Frank Rimerman Advisors
California
$1.25M -$202K -909 -14%
TFF
747
The Family Firm
Maryland
$1.24M +$98.7K +444 +9%
PAM
748
Peak Asset Management
Colorado
$1.24M +$358K +1,611 +40%
TCPWM
749
Traverso Chambers Private Wealth Management
California
$1.24M -$64.2K -289 -5%
PMG
750
ProVise Management Group
Florida
$1.23M +$2.67K +12 +0.2%