We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
1151
Strategic Financial Concepts
Texas
$1.35M +$1.11M +4,088 +379%
DFA
1152
Delta Financial Advisors
Louisiana
$1.35M +$98K +362 +8%
GPCM
1153
Guardsman Private Capital Management
Florida
$1.34M -$403K -1,489 -22%
NPF
1154
Norris Perne & French
Michigan
$1.34M
FFA
1155
Founders Financial Alliance
North Carolina
$1.34M -$43.8K -162 -3%
SFP
1156
SwitchPoint Financial Planning
Utah
$1.33M +$24.1K +89 +2%
FBFS
1157
First Business Financial Services
Wisconsin
$1.33M +$8.39K +31 +0.6%
PWM
1158
Paulson Wealth Management
Illinois
$1.32M -$59K -218 -4%
NSIM
1159
North Star Investment Management
Illinois
$1.32M +$51.1K +189 +4%
TFCP
1160
Twin Focus Capital Partners
Massachusetts
$1.32M +$465K +1,719 +52%
SWM
1161
SHP Wealth Management
Massachusetts
$1.31M +$538K +1,989 +66%
SFG
1162
Sunburst Financial Group
Alabama
$1.31M -$424K -1,566 -24%
CP
1163
Camelot Portfolios
Ohio
$1.31M -$397K -1,466 -23%
MAG
1164
M3 Advisory Group
Massachusetts
$1.3M +$70.4K +260 +6%
ORC
1165
O'Rourke & Company
Massachusetts
$1.3M -$68.5K -253 -5%
HC
1166
Hourglass Capital
Texas
$1.29M +$1.33M +4,925 New
RFS
1167
Richardson Financial Services
Massachusetts
$1.29M -$20.8K -77 -2%
TF
1168
Tompkins Financial
New York
$1.29M -$382K -1,411 -22%
CWMGP
1169
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.28M
KCM
1170
Kennicott Capital Management
California
$1.28M -$76.9K -284 -5%
SFP
1171
Strategic Financial Partners
Oregon
$1.28M -$1.35K -5 -0.1%
PWC
1172
Pathfinder Wealth Consulting
North Carolina
$1.28M -$212K -785 -14%
SHFA
1173
SC&H Financial Advisors
Maryland
$1.28M +$1.89K +7 +0.1%
CIA
1174
Cohen Investment Advisors
New Hampshire
$1.27M +$102K +378 +8%
VC
1175
Vicus Capital
Pennsylvania
$1.27M +$271 +1 +0%