We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
751
Procyon Advisors
Connecticut
$2.64M -$38.4K -169 -1%
CWM
752
Cranbrook Wealth Management
Michigan
$2.63M -$111K -490 -4%
HFAS
753
Hummer Financial Advisory Services
Illinois
$2.63M -$28.9K -127 -1%
BCA
754
Bay Colony Advisors
Massachusetts
$2.63M -$2.85M -12,542 -53%
KA
755
Klingman & Associates
New York
$2.63M -$7.95K -35 -0.3%
JWA
756
JFS Wealth Advisors
Pennsylvania
$2.61M +$2.37M +10,447 +1,949%
JPLA
757
Joseph P. Lucia & Associates
New York
$2.6M +$333K +1,466 +15%
AWM
758
Apollon Wealth Management
South Carolina
$2.6M +$34.5K +152 +1%
LPP
759
Life Planning Partners
Florida
$2.6M -$23.6K -104 -0.9%
SB
760
Simmons Bank
Arkansas
$2.6M -$33.6K -148 -1%
TWM
761
Tanager Wealth Management
United Kingdom
$2.6M -$29.3K -129 -1%
SL
762
SFM LLC
New Hampshire
$2.56M -$72.9K -321 -3%
EWM
763
Evermay Wealth Management
Virginia
$2.56M -$68.6K -302 -3%
SFB
764
STAR Financial Bank
Indiana
$2.56M -$264K -1,160 -10%
CFG
765
Carr Financial Group
Massachusetts
$2.55M +$499K +2,197 +26%
MFIMFI
766
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.54M +$166K +730 +7%
ES
767
Eagle Strategies
New York
$2.54M +$1.74M +7,673 +252%
GIM
768
Goelzer Investment Management
Indiana
$2.54M -$59.3K -261 -2%
MCWS
769
McKinley Carter Wealth Services
West Virginia
$2.53M -$261K -1,147 -10%
GLLW
770
Graves Light Lenhart Wealth
Virginia
$2.53M -$115K -504 -5%
BRM
771
Boston Research & Management
Massachusetts
$2.52M -$7.95K -35 -0.3%
KF
772
Krilogy Financial
Missouri
$2.51M +$2.41M +10,587 New
BC
773
Brio Consultants
California
$2.51M +$286K +1,260 +14%
G
774
Gainplan
Michigan
$2.5M +$32K +141 +1%
SF
775
SWP Financial
California
$2.5M +$5.23K +23 +0.2%