We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFW
1551
Redwood Family Wealth
Texas
$717K -$4.3K -15 -0.6%
RYIA
1552
Roehl & Yi Investment Advisors
Oregon
$716K +$113K +393 +10%
FMI
1553
Financial Management Inc
Arkansas
$715K +$2.01K +7 +0.3%
1WM
1554
1900 Wealth Management
Texas
$715K – – –
CGA
1555
Crescent Grove Advisors
Illinois
$713K – – –
OC
1556
Optima Capital
Oregon
$711K +$358K +1,250 +114%
CIAS
1557
CFS Investment Advisory Services
New Jersey
$708K – – –
OSNBOA
1558
Old Second National Bank of Aurora
Illinois
$705K -$17.2K -60 -3%
FAG
1559
Fortitude Advisory Group
Washington
$704K +$82.8K +289 +14%
CAM
1560
Capital Asset Management
Colorado
$704K -$356K -1,241 -35%
SCP
1561
Stevens Capital Partners
Nebraska
$702K +$57.3K +200 +9%
IWMO
1562
Integrated Wealth Management (Ohio)
Ohio
$702K -$73.9K -258 -10%
CPSAC
1563
Chas P. Smith & Associates (CPS)
Florida
$701K – – –
BLC
1564
Brown, Lisle/Cummings
Rhode Island
$700K – – –
FWA
1565
FSM Wealth Advisors
Ohio
$700K +$287 +1 +0%
FF
1566
Francis Financial
$700K – – –
JFG
1567
Jefferies Financial Group
New York
$698K +$209K +728 +46%
PA
1568
Powerhouse Assets
Massachusetts
$698K -$8.88K -31 -1%
EW
1569
Entruity Wealth
California
$694K +$656K +2,289 New
FA
1570
FF Advisors
California
$692K – – –
CHC
1571
City Holding Co
West Virginia
$691K +$45.6K +159 +7%
MIA
1572
Milestone Investment Advisors
Wisconsin
$691K +$2.01K +7 +0.3%
BWM
1573
Bernicke Wealth Management
Wisconsin
$689K – – –
NAM
1574
NTV Asset Management
West Virginia
$687K – – –
ST
1575
Spinnaker Trust
Maine
$686K – – –