We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1026
DFPG Investments
Utah
$684K – – –
SF
1027
SBK Financial
Virginia
$680K -$114K -543 -15%
LNWTC
1028
Laird Norton Wetherby Trust Company
Washington
$678K – – –
MIG
1029
McGuire Investment Group
Rhode Island
$675K +$66.3K +315 +11%
GSWM
1030
Golden State Wealth Management
California
$674K +$24.8K +118 +4%
AFG
1031
Allegheny Financial Group
Pennsylvania
$673K -$14.5K -69 -2%
BFC
1032
Bedel Financial Consulting
Indiana
$672K +$1.68K +8 +0.3%
GG
1033
Gofen & Glossberg
Illinois
$667K -$20.2K -96 -3%
TH
1034
TCTC Holdings
Texas
$664K – – –
FWM
1035
Fingerlakes Wealth Management
New York
$664K +$7.16K +34 +1%
CCA
1036
Cobblestone Capital Advisors
New York
$663K +$50.5K +240 +8%
MPW
1037
Melone Private Wealth
Michigan
$659K -$21.9K -104 -3%
ACA
1038
Aptus Capital Advisors
Alabama
$657K -$10.7K -51 -2%
AMCA
1039
Arthur M. Cohen & Associates
Illinois
$652K +$47.4K +225 +8%
CIAS
1040
Capital Investment Advisory Services
North Carolina
$648K -$368K -1,749 -36%
AGP
1041
Autumn Glory Partners
Texas
$644K -$226K -1,075 -26%
SWM
1042
SFG Wealth Management
Maryland
$644K +$2.1K +10 +0.3%
B
1043
Brightworth
Georgia
$641K +$635K +3,018 New
JSL
1044
JT Stratford LLC
Georgia
$639K -$42.7K -203 -6%
TC
1045
Trilogy Capital
California
$637K -$37.9K -180 -6%
TNB
1046
Thomasville National Bank
Georgia
$637K -$2.53K -12 -0.4%
FA
1047
Fermata Advisors
California
$633K +$18.9K +90 +3%
MCG
1048
McCollum Christoferson Group
New York
$632K -$75.8K -360 -11%
NG
1049
Northstar Group
New York
$630K +$2.1K +10 +0.3%
3LCM
1050
3D/L Capital Management
Connecticut
$629K +$81.5K +387 +15%