We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSS
1051
Rosenblum Silverman Sutton
California
$705K -$18K -95 -3%
AWA
1052
Aaron Wealth Advisors
Illinois
$699K -$91.7K -485 -12%
RG
1053
Rathbones Group
United Kingdom
$699K – – –
SFS
1054
Strategic Financial Services
New York
$698K -$9.45K -50 -1%
NAS
1055
NWF Advisory Services
California
$693K – – –
AFG
1056
Allegheny Financial Group
Pennsylvania
$692K -$330K -1,744 -33%
AWM
1057
Angeles Wealth Management
California
$687K -$5.53M -29,279 -89%
BP
1058
BBR Partners
New York
$683K -$341K -1,804 -34%
LWM
1059
Lyell Wealth Management
California
$677K -$54.4K -288 -8%
HIA
1060
Harbor Investment Advisory
Maryland
$676K -$141K -746 -18%
National Bank of Canada
1061
National Bank of Canada
Quebec, Canada
$674K -$8.31K -44 -1%
MFA
1062
Mayflower Financial Advisors
Massachusetts
$669K -$4.54K -24 -0.7%
FPTW
1063
Franklin, Parlapiano, Turner & Welch
Texas
$665K – – –
RIA
1064
Realta Investment Advisors
Delaware
$665K +$36.1K +191 +6%
PMG
1065
ProVise Management Group
Florida
$662K -$5.48K -29 -0.9%
SFI
1066
SPC Financial Inc
Maryland
$660K +$8.31K +44 +1%
BFO
1067
Biltmore Family Office
North Carolina
$660K – – –
OIA
1068
Optimum Investment Advisors
Illinois
$658K – – –
TFA
1069
TPG Financial Advisors
Oregon
$658K +$48.9K +259 +8%
WFA
1070
Websterrogers Financial Advisors
South Carolina
$656K +$945 +5 +0.2%
CI
1071
Chartist Inc
California
$654K +$6.24K +33 +1%
SWM
1072
Stockman Wealth Management
Montana
$653K -$10.6K -56 -2%
CWAG
1073
Carlsbad Wealth Advisory Group
California
$652K +$619K +3,278 New
TWM
1074
Thrive Wealth Management
Pennsylvania
$652K -$1.9M -10,081 -75%
AWA
1075
Arete Wealth Advisors
Illinois
$650K -$329K -1,740 -35%