We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1301
Colonial Trust
South Carolina
$500K -$25.2K -131 -5%
EWP
1302
Elevation Wealth Partners
California
$500K – – –
VNA
1303
Valley National Advisers
Pennsylvania
$500K -$5.97K -31 -1%
CIAS
1304
Capital Investment Advisory Services
North Carolina
$500K +$21.4K +111 +5%
CAL
1305
Capital Advisors Ltd
Ohio
$499K – – –
LGWM
1306
Litman Gregory Wealth Management
California
$499K +$14.3K +74 +3%
TPWA
1307
Twin Peaks Wealth Advisors
California
$496K +$448K +2,327 New
SFPG
1308
Stonebridge Financial Planning Group
Florida
$495K +$447K +2,322 New
SFC
1309
Strategic Financial Concepts
Texas
$495K -$530K -2,750 -54%
GAM
1310
Griffin Asset Management
New York
$495K +$37.6K +195 +9%
GP
1311
Girard Partners
Pennsylvania
$495K +$124K +645 +39%
LFA
1312
LifeGuide Financial Advisors
Pennsylvania
$491K +$62.8K +326 +16%
BLC
1313
Brown, Lisle/Cummings
Rhode Island
$491K +$193 +1 +0%
PL
1314
Plancorp LLC
Missouri
$489K +$15K +78 +4%
TA
1315
TrueWealth Advisors
Alabama
$488K -$2.12K -11 -0.5%
Jane Street
1316
Jane Street
New York
$487K +$440K +2,285 New
MCM
1317
Mattern Capital Management
Colorado
$487K – – –
ARG
1318
Advisory Resource Group
Oklahoma
$487K +$54.7K +284 +14%
IVP
1319
Intrinsic Value Partners
Arizona
$486K +$439K +2,280 New
FIB
1320
First Interstate Bank
Montana
$485K -$41.4K -215 -9%
ACM
1321
Armbruster Capital Management
New York
$483K – – –
OWP
1322
Obermeyer Wealth Partners
Colorado
$483K -$102K -531 -19%
TCBWMS
1323
Texas Capital Bank Wealth Management Services
Texas
$483K -$116K -601 -21%
BAM
1324
Belpointe Asset Management
Nevada
$482K -$233K -1,210 -35%
BFC
1325
Bedel Financial Consulting
Indiana
$481K +$15.4K +80 +4%