We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1126
Asset Dedication LLC
California
$526K -$24.6K -127 -4%
T
1127
TRUADVICE
Florida
$525K +$83.2K +429 +18%
FA
1128
FC Advisory
Pennsylvania
$517K +$2.33K +12 +0.4%
SIC
1129
Sigma Investment Counselors
Michigan
$517K +$1.36K +7 +0.3%
GIA
1130
Guyasuta Investment Advisors
Pennsylvania
$516K +$46.9K +242 +10%
CAAM
1131
Cornerstone Advisors Asset Management
Pennsylvania
$514K – – –
SEIA
1132
Signature Estate & Investment Advisors
California
$512K -$51K -263 -9%
TA
1133
TrueWealth Advisors
Alabama
$509K -$5.62K -29 -1%
C
1134
Certuity
Florida
$509K – – –
PWM
1135
Penobscot Wealth Management
Maine
$509K -$776 -4 -0.1%
BCM
1136
Becker Capital Management
Oregon
$508K +$519K +2,678 New
BB
1137
Bell Bank
North Dakota
$507K – – –
BHIA
1138
Birch Hill Investment Advisors
Massachusetts
$499K -$25.4K -131 -5%
ERWM
1139
Elk River Wealth Management
Colorado
$498K – – –
KCM
1140
Kendall Capital Management
Maryland
$498K – – –
CT
1141
Colonial Trust
South Carolina
$496K -$1.06M -5,484 -68%
SWA
1142
Sax Wealth Advisors
New Jersey
$494K +$9.89K +51 +2%
WIP
1143
WealthCare Investment Partners
Rhode Island
$494K -$63.4K -327 -11%
RWMH
1144
Riverpoint Wealth Management Holdings
Illinois
$489K +$1.36K +7 +0.3%
TWP
1145
Total Wealth Planning
Ohio
$488K +$2.91K +15 +0.6%
GD
1146
Grandfield & Dodd
New York
$482K +$2.91K +15 +0.6%
BWL
1147
Bogart Wealth LLC
Virginia
$481K +$2.33K +12 +0.5%
SIA
1148
Schechter Investment Advisors
Michigan
$480K -$102K -524 -17%
FC
1149
Family CFO
California
$478K – – –
WKWM
1150
Walter & Keenan Wealth Management
Indiana
$478K +$14.9K +77 +3%