We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1426
Pacifica Partners
Canada
$56K – – –
TSWM
1427
Tyler-Stone Wealth Management
Ohio
$56K – – –
MWP
1428
MYCIO Wealth Partners
Pennsylvania
$55K – – –
PA
1429
PSI Advisors
Florida
$55K +$189 +1 +0.3%
MSFP
1430
Mark Sheptoff Financial Planning
Connecticut
$51K – – –
FCG
1431
Financial Connections Group
California
$50K – – –
MW
1432
Milestone Wealth
New York
$49K -$566 -3 -1%
IAMOG
1433
Investors Asset Management of Georgia
Georgia
$49K +$14K +74 +35%
HF
1434
Halpern Financial
Virginia
$48.8K +$29.5K +156 +120%
BWM
1435
BerganKDV Wealth Management
Minnesota
$47K – – –
S
1436
Surevest
California
$47K +$1.32K +7 +3%
JMF
1437
Johnson Midwest Financial
Iowa
$43K +$47K +249 New
RCM
1438
Robinson Capital Management
Michigan
$43K +$47.2K +250 New
CS
1439
Credit Suisse
Switzerland
$42K -$81K -429 -64%
PCA
1440
Providence Capital Advisors
North Carolina
$42K – – –
CWM
1441
Consultiva Wealth Management
Puerto Rico
$41K – – –
CMP
1442
Coston McIsaac & Partners
Maine
$38K – – –
GI
1443
GS Investments
Minnesota
$37K – – –
CHC
1444
City Holding Co
West Virginia
$36K – – –
JGIA
1445
Jackson Grant Investment Advisers
Connecticut
$35K +$189 +1 +0.5%
OCM
1446
Orion Capital Management
California
$34K – – –
PFT
1447
Providence First Trust
Arizona
$34K +$37.8K +200 New
RCM
1448
Rain Capital Management
Oregon
$33K – – –
KFI
1449
Key Financial Inc
Pennsylvania
$33K +$13K +69 +54%
BLC
1450
Brown, Lisle/Cummings
Rhode Island
$32.7K +$189 +1 +0.5%