We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
826
Capital Analysts LLC
Pennsylvania
$2.94M +$222K +822 +8%
GLLW
827
Graves Light Lenhart Wealth
Virginia
$2.93M +$34.1K +126 +1%
SW
828
SkyOak Wealth
Michigan
$2.93M +$14.1K +52 +0.5%
SFWC
829
Strategic Family Wealth Counselors
New Jersey
$2.92M +$24.9K +92 +0.8%
JWA
830
JFS Wealth Advisors
Pennsylvania
$2.92M +$71.2K +263 +2%
BRWA
831
B. Riley Wealth Advisors
Florida
$2.92M -$891K -3,293 -22%
MFS
832
McNamara Financial Services
Massachusetts
$2.91M -$99.9K -369 -3%
PWMA
833
Pension & Wealth Management Advisors
Massachusetts
$2.9M -$15.7K -58 -0.5%
SWP
834
Summit Wealth Partners
Florida
$2.89M -$267K -988 -8%
MMRF
835
Michelson Medical Research Foundation
California
$2.88M – – –
PF
836
Parker Financial
Washington
$2.88M +$49K +181 +2%
SB
837
Strategic Blueprint
Georgia
$2.86M -$236K -873 -7%
NEPWA
838
New England Private Wealth Advisors
Massachusetts
$2.85M -$142K -525 -5%
WSFS
839
Wilmington Savings Fund Society
Delaware
$2.84M -$117K -433 -4%
OFG
840
Oxford Financial Group
Indiana
$2.84M -$258K -955 -8%
KFA
841
Kelleher Financial Advisors
New York
$2.84M – – –
PFG
842
Pacific Financial Group
Washington
$2.83M -$156K -578 -5%
EWA
843
Encompass Wealth Advisors
Oregon
$2.83M +$10.8K +40 +0.4%
TWM
844
Tanager Wealth Management
United Kingdom
$2.83M +$223K +825 +8%
WIM
845
Westside Investment Management
California
$2.82M +$56.8K +210 +2%
SC
846
Shuttleworth & Co
Ohio
$2.82M +$2.91M +10,760 New
PCMU
847
Paragon Capital Management (Utah)
Utah
$2.82M -$113K -417 -4%
CIA
848
Choate Investment Advisors
Massachusetts
$2.81M +$1.68M +6,191 +136%
WF
849
Welch & Forbes
Massachusetts
$2.79M -$23.8K -88 -0.8%
HT
850
Heritage Trust
Oklahoma
$2.79M +$174K +643 +6%