We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1201
Triad Financial Advisors
North Carolina
$323K -$2.64K -14 -0.7%
WIM
1202
Westside Investment Management
California
$323K +$15.3K +81 +0.8%
RPSA
1203
Richard P. Slaughter Associates
Texas
$322K – – –
DWMG
1204
DB Wealth Management Group
California
$322K +$19.8K +105 +6%
PP
1205
Patron Partners
Texas
$319K -$5.29K -28 -1%
MIC
1206
Meridian Investment Counsel
California
$319K – – –
FCC
1207
Flower City Capital
New York
$318K -$720K -3,815 -67%
Jane Street
1208
Jane Street
New York
$318K +$14.2K +75 +4%
TCWM
1209
Total Clarity Wealth Management
Illinois
$317K -$26.6K -141 -7%
RA
1210
Riverstone Advisors
Texas
$317K – – –
VWM
1211
Vigilare Wealth Management
Arizona
$317K – – –
FCIM
1212
Fairview Capital Investment Management
California
$314K +$347K +1,839 New
AWM
1213
AllSquare Wealth Management
New York
$312K -$26.4K -140 -7%
VNB
1214
Virginia National Bank
Virginia
$311K – – –
KW
1215
KWB Wealth
California
$310K – – –
LL
1216
LPWM LLC
Minnesota
$310K – – –
SC
1217
Searle & Co
Connecticut
$308K – – –
IWA
1218
Inspirion Wealth Advisors
Illinois
$307K – – –
MIC
1219
Means Investment Company
Maine
$307K +$378 +2 +0.1%
T
1220
TCWP
Ohio
$304K -$184K -975 -35%
TIA
1221
Traphagen Investment Advisors
New Jersey
$303K – – –
VRM
1222
Vectors Research Management
New York
$303K -$28.3M -150,044 -99%
HC
1223
HNP Capital
New York
$303K -$8.31K -44 -2%
KCPG
1224
Kavar Capital Partners Group
Kansas
$303K – – –
CWM
1225
Congress Wealth Management
Massachusetts
$302K -$11.3K -60 -3%