We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
751
Destination Wealth Management
California
$51K +$52K +348 New
PCM
752
Princeton Capital Management
New Jersey
$49K +$49.7K +333 New
RFA
753
Reilly Financial Advisors
California
$48K -$40.6K -272 -45%
WDL
754
Well Done LLC
Michigan
$46K +$47K +315 New
HDIM
755
Hanson & Doremus Investment Management
Vermont
$45K
MCWS
756
McKinley Carter Wealth Services
West Virginia
$45K +$45.5K +305 New
DBT
757
Dubuque Bank & Trust
Iowa
$44K -$34.3K -230 -43%
WC
758
Whitnell & Co
Illinois
$44K
SWMG
759
Signature Wealth Management Group
Georgia
$44K +$24.5K +164 +121%
GBBWRPM
760
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K +$44.8K +300 New
BCI
761
Brinker Capital Investments
Pennsylvania
$43K -$20.5K -137 -32%
TC
762
Trilogy Capital
California
$43K +$44K +295 New
TCM
763
Tradewinds Capital Management
Washington
$41K
CAGAS
764
Capital Advisory Group Advisory Services
Minnesota
$38K +$38.8K +260 New
LIA
765
LS Investment Advisors
Michigan
$36K +$23.1K +155 +168%
RWM
766
Raffa Wealth Management
District of Columbia
$31.3K +$149 +1 +0.5%
AIM
767
Advantage Investment Management
Iowa
$31K -$2.84K -19 -8%
GI
768
Gradient Investments
Minnesota
$31K +$5.37K +36 +21%
RBC
769
Roble Belko & Company
Pennsylvania
$30K -$649K -4,345 -96%
Parallax Volatility Advisers
770
Parallax Volatility Advisers
California
$30K +$29.9K +200 +20,000%
TDC
771
Thompson Davis & Co
Virginia
$29K
BWM
772
Baystate Wealth Management
Massachusetts
$28K +$7.46K +50 +37%
AWM
773
Aevitas Wealth Management
Massachusetts
$25K +$3.13K +21 +14%
IP
774
Intellectus Partners
California
$23K
CAL
775
Capital Advisors Ltd
Ohio
$22K