We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
726
Nauset Wealth Management
Connecticut
$1.77M +$340K +1,616 +24%
PG
727
Proffitt & Goodson
Tennessee
$1.76M +$226K +1,074 +15%
STA
728
Summit Trail Advisors
New York
$1.75M +$1.45M +6,869 +497%
PWM
729
Perigon Wealth Management
California
$1.75M +$548K +2,604 +46%
RTS
730
Round Table Services
New Jersey
$1.75M +$863K +4,101 +100%
MCWS
731
McKinley Carter Wealth Services
West Virginia
$1.75M -$90.5K -430 -5%
PFG
732
PAX Financial Group
Texas
$1.74M -$92.4K -439 -5%
SC
733
Schoolcraft Capital
Colorado
$1.73M -$72.4K -344 -4%
IA
734
IFG Advisory
Georgia
$1.73M +$1.37M +6,499 +395%
FNBOO
735
First National Bank of Omaha
Nebraska
$1.73M +$15.6K +74 +0.9%
EAM
736
Evanson Asset Management
California
$1.73M +$65.5K +311 +4%
WEG
737
World Equity Group
Illinois
$1.72M +$1.71M +8,112 New
TFM
738
TFC Financial Management
Massachusetts
$1.72M +$46.5K +221 +3%
EA
739
Eclectic Associates
California
$1.72M +$72K +342 +4%
IC
740
IEQ Capital
California
$1.71M +$307K +1,460 +22%
PD
741
Planning Directions
Pennsylvania
$1.7M -$106K -502 -6%
NEPWA
742
New England Private Wealth Advisors
Massachusetts
$1.7M -$494K -2,349 -23%
WP
743
Wealthspan Partners
Iowa
$1.7M -$19.8K -94 -1%
NEGWA
744
New England Guild Wealth Advisors
Connecticut
$1.7M -$350K -1,664 -17%
RPCONE
745
Retirement Planning Company of New England
Rhode Island
$1.69M +$4.84K +23 +0.3%
CTA
746
Colonial Trust Advisors
South Carolina
$1.69M +$290K +1,378 +21%
ACM
747
Azimuth Capital Management
Michigan
$1.69M
RHBC
748
R.H. Bluestein & Co
Michigan
$1.68M +$565K +2,685 +52%
SAM
749
Sawgrass Asset Management
Florida
$1.68M +$1.66M +7,880 New
VC
750
Veery Capital
Delaware
$1.67M -$15.4K -73 -0.9%