We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1451
Adapt Wealth Advisors
Georgia
$515K -$72.1K -302 -12%
MSG
1452
Main Street Group
Virginia
$515K -$12.2K -51 -2%
NF
1453
Nikulski Financial
Iowa
$513K -$27.5K -115 -5%
AF
1454
Atala Financial
California
$512K – – –
NAS
1455
NWF Advisory Services
California
$512K -$3.1K -13 -0.6%
GAM
1456
Griffin Asset Management
New York
$512K -$11.9K -50 -2%
SDWMA
1457
Schneider Downs Wealth Management Advisors
Pennsylvania
$511K – – –
BLC
1458
Brown, Lisle/Cummings
Rhode Island
$511K +$239 +1 +0%
ERWM
1459
Elk River Wealth Management
Colorado
$510K +$1.19K +5 +0.2%
NWM
1460
Northwest Wealth Management
Iowa
$509K +$239 +1 +0%
MA
1461
MAS Advisors
Florida
$508K -$68.3K -286 -11%
AA
1462
Advisory Alpha
Michigan
$507K -$25.6K -107 -4%
MCM
1463
Mattern Capital Management
Colorado
$506K -$9.07K -38 -2%
AF
1464
Amara Financial
California
$506K +$1.91K +8 +0.4%
EF
1465
Empowered Funds
Pennsylvania
$506K – – –
QPWM
1466
Quadrant Private Wealth Management
Pennsylvania
$504K -$62.3K -261 -10%
WKWM
1467
Walter & Keenan Wealth Management
Indiana
$504K -$5.01K -21 -0.9%
GAM
1468
GEM Asset Management
Michigan
$502K +$76.2K +319 +16%
MIA
1469
Milestone Investment Advisors
Wisconsin
$502K – – –
LGWM
1470
Litman Gregory Wealth Management
California
$500K -$81K -339 -13%
AW
1471
Alteri Wealth
California
$499K -$214K -898 -29%
EWP
1472
Elevation Wealth Partners
California
$499K -$35.8K -150 -6%
PB
1473
Pinnacle Bancorp
Nebraska
$498K -$20.8K -87 -4%
LWM
1474
Lionshead Wealth Management
New York
$498K -$324K -1,357 -38%
Principal Financial Group
1475
Principal Financial Group
Iowa
$497K -$65.2K -273 -11%