We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
1451
Brown Miller Wealth Management
Virginia
$212K +$214K +1,154 New
MCP
1452
Mirador Capital Partners
California
$211K +$213K +1,151 New
RWRC
1453
R.W. Roge & Company
New York
$211K +$213K +1,151 New
CD
1454
Chapin Davis
Maryland
$210K +$212K +1,145 New
OC
1455
Oarsman Capital
Wisconsin
$209K -$18.5K -100 -8%
TC
1456
Truvestments Capital
Florida
$209K -$100K -542 -32%
NCG
1457
Newport Capital Group
New Jersey
$209K -$147K -795 -41%
EL
1458
Essex LLC
Illinois
$207K +$209K +1,129 New
LSPW
1459
Lake Street Private Wealth
Illinois
$207K -$149K -804 -42%
TW
1460
Transform Wealth
Colorado
$206K +$208K +1,124 New
RWP
1461
RWA Wealth Partners
Massachusetts
$206K -$73.2K -395 -27%
PJSIMP
1462
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K +$206K +1,113 New
RFN
1463
Redwood Financial Network
Ohio
$204K -$13K -70 -6%
CAWM
1464
Capital Advisors Wealth Management
Washington
$203K +$205K +1,107 New
GC
1465
GFG Capital
Florida
$202K +$204K +1,102 New
RCM
1466
Raleigh Capital Management
North Carolina
$202K +$1.3K +7 +0.6%
SMWM
1467
Silvia McColl Wealth Management
California
$201K +$203K +1,095 New
GWANC
1468
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K -$39.8K -215 -17%
CT
1469
Caldwell Trust
Florida
$195K – – –
PFA
1470
Pathway Financial Advisers
Indiana
$192K +$194K +1,047 New
RWPA
1471
Richard W. Paul & Associates
Michigan
$187K +$189K +1,018 New
PMFA
1472
Plante Moran Financial Advisors
Michigan
$182K +$41.5K +224 +29%
Barclays
1473
Barclays
United Kingdom
$181K – – –
FCB
1474
First Command Bank
Texas
$175K -$69.5K -375 -28%
FCFS
1475
First Command Financial Services
Texas
$175K -$69.5K -375 -28%