We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
$9.4M +$626K +4,089 +7%
PW
127
Peninsula Wealth
California
$9.37M +$112K +734 +1%
CG
128
Caprock Group
Idaho
$9.3M +$99.7K +652 +1%
RW
129
Rand Wealth
Maryland
$9.2M -$215K -1,404 -2%
MCIM
130
Meadow Creek Investment Management
Georgia
$8.63M +$328K +2,142 +4%
BI
131
Ballast Inc
Kentucky
$8.58M +$77.7K +508 +0.9%
WTC
132
WhitTier Trust Company
Nevada
$8.57M
PSUF
133
People's United Financial
Connecticut
$8.38M -$2.13M -13,895 -21%
PIA
134
Peachtree Investment Advisors
Georgia
$8.37M +$1.44M +9,392 +21%
SCM
135
Stonehearth Capital Management
Massachusetts
$8.31M -$146K -956 -2%
NPIC
136
Neumeier Poma Investment Counsel
California
$8.27M -$490K -3,200 -6%
TCM
137
Twele Capital Management
Minnesota
$8.26M -$4.33M -28,300 -35%
AAMA
138
Advanced Asset Management Advisors
Ohio
$8.11M
FHA
139
Flagship Harbor Advisors
Massachusetts
$7.74M +$484K +3,164 +7%
TCM
140
TD Capital Management
Tennessee
$7.72M -$3.67K -24 -0%
SG Americas Securities
141
SG Americas Securities
New York
$7.62M +$4.21M +27,512 +128%
PCG
142
Private Capital Group
Connecticut
$7.61M -$89.3K -584 -1%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$7.51M +$231K +1,508 +3%
DJSG
144
D.J. St. Germain
Massachusetts
$7.45M -$184K -1,200 -2%
NIM
145
Northeast Investment Management
Massachusetts
$7.37M +$87.8K +574 +1%
SWP
146
Stratos Wealth Partners
Ohio
$7.36M -$321K -2,100 -4%
JAFL
147
Jay A. Fishman Ltd
Michigan
$7.31M +$758K +4,955 +12%
NHC
148
Nicholas Hoffman & Company
Georgia
$7.3M +$1.11M +7,249 +18%
CBU
149
CIBC Bank USA
Illinois
$7.18M +$988K +6,457 +16%
EP
150
Elkfork Partners
Oregon
$7.11M +$270K +1,764 +4%