We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1076
Beese Fulmer Investment Management
Ohio
$1.33M +$241K +981 +22%
QCG
1077
Quadrant Capital Group
Ohio
$1.33M -$10.8K -44 -0.8%
DWM
1078
Defined Wealth Management
Oregon
$1.32M -$5.91K -24 -0.4%
TP
1079
Tranquility Partners
Tennessee
$1.32M +$33.7K +137 +3%
CIA
1080
Capital Investment Advisors
Georgia
$1.32M +$137K +557 +11%
QCM
1081
Quantinno Capital Management
New York
$1.32M +$246K +1,000 +22%
NJIM
1082
Nabity-Jensen Investment Management
Nebraska
$1.31M +$47K +191 +4%
CIC
1083
Carnegie Investment Counsel
Ohio
$1.31M +$80K +325 +6%
KFP
1084
KMG Fiduciary Partners
Ohio
$1.31M +$246 +1 +0%
BAM
1085
Belpointe Asset Management
Nevada
$1.3M -$223K -905 -14%
TA
1086
TFG Advisers
Michigan
$1.3M +$23.9K +97 +2%
KWMG
1087
King Wealth Management Group
Florida
$1.3M +$1.33M +5,403 New
Barrow, Hanley, Mewhinney & Strauss
1088
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3M +$1.33M +5,397 New
BMCM
1089
Bryn Mawr Capital Management
Pennsylvania
$1.3M -$103K -420 -7%
SWM
1090
Silverlake Wealth Management
Vermont
$1.29M -$208K -846 -14%
SHFA
1091
SC&H Financial Advisors
Maryland
$1.29M
JWM
1092
Jeppson Wealth Management
California
$1.29M -$492 -2 -0%
RCG
1093
Regatta Capital Group
California
$1.28M +$374K +1,520 +40%
BTI
1094
Blue Trust Inc
Georgia
$1.28M -$423K -1,719 -24%
FWA
1095
Flagship Wealth Advisors
Massachusetts
$1.27M +$1.3M +5,294 New
AC
1096
Addison Capital
Pennsylvania
$1.27M +$272K +1,105 +26%
MW
1097
Maia Wealth
Colorado
$1.26M +$157K +639 +14%
FI
1098
FIDELIS iM
Oregon
$1.25M
ORC
1099
O'Rourke & Company
Massachusetts
$1.25M +$42.8K +174 +3%
HWMO
1100
Heritage Wealth Management (Ohio)
Ohio
$1.25M +$32.2K +131 +3%