We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$4.04M -$456K -4,020 -10%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$4.01M -$5.1K -45 -0.1%
JFG
128
JMG Financial Group
Illinois
$3.89M +$201K +1,775 +5%
HighTower Advisors
129
HighTower Advisors
Illinois
$3.85M -$37.4K -330 -0.9%
BCA
130
Bray Capital Advisors
Florida
$3.82M -$110K -970 -3%
DY
131
Dowling & Yahnke
California
$3.81M -$761K -6,718 -16%
CA
132
Cetera Advisors
Colorado
$3.75M -$436K -3,850 -10%
PAI
133
Pittenger & Anderson Inc
Nebraska
$3.75M +$684K +6,038 +22%
NIM
134
Northeast Investment Management
Massachusetts
$3.72M +$148K +1,303 +4%
KIA
135
KCM Investment Advisors
California
$3.71M -$54.5K -481 -1%
WT
136
Whittier Trust
California
$3.65M +$919K +8,111 +33%
WRM
137
Westport Resources Management
Connecticut
$3.61M -$83.5K -737 -2%
SB
138
Suntrust Banks
Georgia
$3.61M +$263K +2,319 +8%
SFT
139
Simmons First Trust
Arkansas
$3.59M +$77.5K +684 +2%
JIC
140
Johnson Investment Counsel
Ohio
$3.57M +$32.9K +290 +0.9%
TFO
141
Tarbox Family Office
California
$3.33M +$680K +6,000 +25%
AllianceBernstein
142
AllianceBernstein
Tennessee
$3.29M -$14M -123,914 -81%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$3.25M +$3.34M +29,423 New
UBS AM
144
UBS AM
Illinois
$3.14M +$3.22M +28,410 New
CIM
145
Cetera Investment Management
California
$3.14M +$3.21M +28,354 New
CPIG
146
Chicago Partners Investment Group
Illinois
$3.08M +$537K +4,735 +21%
CA
147
Cambridge Advisors
Nebraska
$3.06M
FFS
148
Founders Financial Securities
Maryland
$3.05M +$275K +2,422 +10%
HI
149
Horizon Investments
North Carolina
$3.05M +$296K +2,610 +10%
ICAS
150
Investors Capital Advisory Services
Massachusetts
$3M +$772K +6,808 +33%