We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1301
Flagship Wealth Advisors
Massachusetts
$971K -$104K -383 -9%
ZIM
1302
Zacks Investment Management
Illinois
$970K +$62.2K +230 +7%
GWS
1303
Glassman Wealth Services
Virginia
$964K
SIP
1304
Snowwater Investment Partners
Connecticut
$960K +$138K +509 +16%
FL
1305
FreeGulliver LLC
Louisiana
$954K +$3.79K +14 +0.4%
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$954K +$11.1K +41 +1%
DG
1307
Dala Group
Illinois
$951K -$927K -3,427 -49%
RWA
1308
River Wealth Advisors
Pennsylvania
$949K -$95.5K -353 -9%
ACA
1309
Atlas Capital Advisors
Wyoming
$948K -$12.4K -46 -1%
AA
1310
Ascent Advisors
Minnesota
$948K +$980K +3,620 New
FPTW
1311
Franklin, Parlapiano, Turner & Welch
Texas
$947K
VFG
1312
V2 Financial group
Illinois
$947K +$54.4K +201 +6%
DOA
1313
D'Orazio & Associates
Virginia
$941K +$108K +398 +12%
MWP
1314
Madison Wealth Partners
Wisconsin
$940K +$205K +758 +27%
AIM
1315
Athena Investment Management
California
$938K +$179K +663 +23%
GC
1316
Grange Capital
Oregon
$937K -$490K -1,810 -34%
CIAS
1317
Capital Investment Advisory Services
North Carolina
$936K +$2.44K +9 +0.3%
FCM
1318
Fortis Capital Management
Washington
$936K +$812 +3 +0.1%
HW
1319
HORAN Wealth
Ohio
$935K +$500K +1,846 +104%
SJL
1320
Shayne & Jacobs LLC
Tennessee
$934K +$61.2K +226 +7%
CAM
1321
Capital Asset Management
Colorado
$933K +$7.85K +29 +0.8%
CT
1322
Coastline Trust
Rhode Island
$932K -$247K -911 -20%
FNT
1323
First National Trust
Pennsylvania
$929K +$11.6K +43 +1%
WA
1324
Waterford Advisors
New York
$928K -$20.3K -75 -2%
FAN
1325
Financial Advisors Network
California
$926K -$371K -1,372 -28%