We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
876
Beese Fulmer Investment Management
Ohio
$957K +$65.3K +338 +7%
VIM
877
Vista Investment Management
Pennsylvania
$954K +$76.7K +397 +8%
AMM
878
American Money Management
California
$950K -$129K -667 -11%
ACM
879
Armbruster Capital Management
New York
$948K -$35.9K -186 -3%
PIFP
880
Partners in Financial Planning
Virginia
$943K +$966 +5 +0.1%
PFSC
881
Peoples Financial Services Corp
Pennsylvania
$929K +$191K +989 +23%
HKIMG
882
Hutchens & Kramer Investment Management Group
Indiana
$926K -$23.4K -121 -2%
SCA
883
Stillwater Capital Advisors
Pennsylvania
$924K -$19.3K -100 -2%
SSW
884
Stone Summit Wealth
Florida
$922K +$41.1K +213 +4%
KIA
885
KCM Investment Advisors
California
$919K -$55.4K -287 -5%
GCL
886
Gouws Capital LLC
North Carolina
$916K +$95.6K +495 +11%
PA
887
Probity Advisors
Texas
$910K – – –
DFC
888
DBK Financial Counsel
Ohio
$910K +$51.6K +267 +5%
MC
889
Montag & Caldwell
Georgia
$892K +$648K +3,357 +197%
SHFA
890
SC&H Financial Advisors
Maryland
$890K +$32.6K +169 +3%
FI
891
Financial Insights
Washington
$888K -$83.6K -433 -8%
JCM
892
Jag Capital Management
Missouri
$884K -$282K -1,462 -23%
PMG
893
ProVise Management Group
Florida
$880K -$32.6K -169 -3%
DFA
894
Delta Financial Advisors
Louisiana
$873K +$1.16K +6 +0.1%
KF
895
Krilogy Financial
Missouri
$871K -$15.8K -82 -2%
EBA
896
Eagle Bay Advisors
New York
$871K +$119K +618 +14%
CCM
897
Covington Capital Management
California
$869K -$238K -1,231 -20%
SFP
898
Strategic Financial Partners
Oregon
$868K +$49.2K +255 +5%
RW
899
REDW Wealth
New Mexico
$867K -$35.1K -182 -4%
SF
900
Safeguard Financial
Wisconsin
$865K +$117K +606 +14%