We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
726
Columbia Asset Management
Michigan
$3.63M +$473K +1,848 +15%
MGWA
727
Monument Group Wealth Advisors
Massachusetts
$3.61M -$175K -683 -5%
PFG
728
PAX Financial Group
Texas
$3.6M -$142K -556 -4%
KHCM
729
Kirtland Hills Capital Management
Ohio
$3.59M +$1.38M +5,406 +63%
BFA
730
Blueprint Financial Advisors
North Carolina
$3.59M +$4.1K +16 +0.1%
AGWCA
731
Annis Gardner Whiting Capital Advisors
Florida
$3.52M +$854K +3,335 +32%
MF
732
Meridian Financial
Massachusetts
$3.52M -$55.6K -217 -2%
OFS
733
Orrstown Financial Services
Pennsylvania
$3.5M +$268K +1,045 +8%
AWA
734
Acorn Wealth Advisors
Michigan
$3.49M -$280K -1,094 -7%
GPI
735
General Partner Inc
Pennsylvania
$3.49M -$6.41K -25 -0.2%
MWM
736
Maripau Wealth Management
Indiana
$3.47M +$48.9K +191 +1%
TMWM
737
Taylor & Morgan Wealth Management
Michigan
$3.47M +$1.54K +6 +0%
IIC
738
Ironwood Investment Counsel
Arizona
$3.46M -$129K -504 -4%
MDA
739
Minot DeBlois Advisors
Massachusetts
$3.45M -$21.5K -84 -0.6%
ALA
740
Atlas Legacy Advisors
California
$3.45M +$317K +1,238 +10%
CFG
741
Cassilly Financial Group
Maryland
$3.45M +$3.43M +13,378 New
ACM
742
Advisors Capital Management
New Jersey
$3.44M +$1.66M +6,491 +95%
AL
743
ARWA LLC
Texas
$3.43M +$3.41M +13,299 New
IWM
744
IHT Wealth Management
Illinois
$3.43M -$223K -872 -6%
CPA
745
Compass Planning Associates
Massachusetts
$3.41M +$730K +2,848 +27%
TIM
746
Tortoise Investment Management
New York
$3.41M -$134K -525 -4%
JA
747
JVL Associates
Michigan
$3.41M +$1.02K +4 +0%
RBC
748
Roble Belko & Company
Pennsylvania
$3.4M -$131K -511 -4%
GJIA
749
Glass Jacobson Investment Advisors
Maryland
$3.38M -$433K -1,692 -11%
SSW
750
Stone Summit Wealth
Florida
$3.38M +$227K +886 +7%