We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1126
Signet Financial Management
New Jersey
$294K +$64.7K +307 +29%
CT
1127
Coastline Trust
Rhode Island
$292K -$110K -520 -28%
JWM
1128
Jeppson Wealth Management
California
$288K -$5.27K -25 -2%
MFWM
1129
Motley Fool Wealth Management
Virginia
$286K -$57.1K -271 -17%
VAS
1130
Vestmark Advisory Solutions
Massachusetts
$285K -$26.1K -124 -9%
CAM
1131
Congress Asset Management
Massachusetts
$282K – – –
FCA
1132
FinTrust Capital Advisors
South Carolina
$282K – – –
UWPG
1133
Ullmann Wealth Partners Group
Florida
$281K +$277K +1,314 New
JFGIW
1134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$279K +$151K +715 +121%
SC
1135
Searle & Co
Connecticut
$278K – – –
CAM
1136
Covenant Asset Management
New Jersey
$277K – – –
NF
1137
Nikulski Financial
Iowa
$277K – – –
F
1138
F3Logic
Minnesota
$276K -$453K -2,152 -62%
QC
1139
QCM Cayman
Texas
$276K +$272K +1,289 New
NCG
1140
Newport Capital Group
New Jersey
$274K -$48K -228 -15%
GEA
1141
Glen Eagle Advisors
New Jersey
$273K +$3.37K +16 +1%
LC
1142
Lincoln Capital
Nebraska
$272K +$18.5K +88 +7%
HS
1143
Horan Securities
United States
$269K -$19.2K -91 -7%
DCM
1144
Donaldson Capital Management
Indiana
$268K -$19.4K -92 -7%
MFW
1145
Meristem Family Wealth
Minnesota
$268K – – –
OPCM
1146
Osborne Partners Capital Management
California
$266K -$23.8K -113 -8%
ONB
1147
Old National Bancorp
Indiana
$266K +$40K +190 +18%
DAC
1148
Dividend Assets Capital
South Carolina
$265K +$192K +909 +275%
MWM
1149
Minot Wealth Management
Massachusetts
$264K – – –
FNWM
1150
Financial Network Wealth Management
Utah
$263K +$258K +1,227 New