We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
876
Lido Advisors
California
$1.13M +$151K +816 +15%
PTC
877
Private Trust Company
Ohio
$1.13M -$115K -621 -9%
FI
878
FIDELIS iM
Oregon
$1.12M -$1.02M -5,495 -47%
Belvedere Trading
879
Belvedere Trading
Illinois
$1.1M +$1.11M +6,000 New
STB
880
S&T Bank
Pennsylvania
$1.1M – – –
WPC
881
Waters Parkerson & Co
Louisiana
$1.1M – – –
HCC
882
Hirtle Callaghan & Co
Pennsylvania
$1.1M -$43.4K -234 -4%
VWM
883
Venturi Wealth Management
Texas
$1.09M +$700K +3,775 +173%
TFF
884
The Family Firm
Maryland
$1.09M -$138K -742 -11%
KP
885
Keel Point
Alabama
$1.09M +$149K +805 +16%
AWA
886
Alta Wealth Advisors
Massachusetts
$1.09M -$4.08K -22 -0.4%
G
887
Gainplan
Michigan
$1.09M -$369K -1,990 -25%
BIA
888
Bell Investment Advisors
California
$1.08M +$24.3K +131 +2%
Wealth Enhancement Advisory Services
889
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$71.2K +384 +8%
TA
890
Tiedemann Advisors
New York
$1.08M – – –
MWM
891
Modera Wealth Management
New Jersey
$1.08M +$522K +2,814 +91%
FWM
892
Focused Wealth Management
New York
$1.08M +$977K +5,274 +867%
WWM
893
Western Wealth Management
Colorado
$1.08M -$767K -4,136 -41%
SGCA
894
Steel Grove Capital Advisors
Tennessee
$1.07M -$775K -4,183 -42%
CPP
895
Capasso Planning Partners
South Carolina
$1.07M -$19.3K -104 -2%
PFSC
896
Peoples Financial Services Corp
Pennsylvania
$1.07M +$102K +551 +10%
NRC
897
New Republic Capital
North Carolina
$1.07M +$1.08M +5,808 New
TFCP
898
Twin Focus Capital Partners
Massachusetts
$1.06M +$48.2K +260 +5%
RWG
899
Regal Wealth Group
California
$1.06M +$371 +2 +0%
GC
900
Gibson Capital
Pennsylvania
$1.06M -$185 -1 -0%