We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1551
Janiczek Wealth Management
Colorado
$1K – – –
KA
1552
Kozak & Associates
Colorado
$1K – – –
SIS
1553
Sound Income Strategies
Florida
$1K – – –
LPWM
1554
Lake Point Wealth Management
Texas
$1K +$966 +5 New
FMB
1555
Field & Main Bank
Kentucky
$1K +$1.54K +8 New
Citadel Advisors
1556
Citadel Advisors
Florida
– -$184M -950,256 Closed
B
1557
Barings
North Carolina
– -$11.8M -55,614 Closed
WI
1558
WBI Investments
New Jersey
– -$8.95M -42,231 Closed
PG
1559
Prostatis Group
Maryland
– -$3.89M -18,312 Closed
TWP
1560
Transparent Wealth Partners
Arkansas
– -$2.31M -10,885 Closed
SPIO
1561
Seven Post Investment Office
California
– -$2.31M -10,884 Closed
VCM
1562
Virtue Capital Management
Tennessee
– -$1.51M -7,104 Closed
CGIM
1563
Cannon Global Investment Management
Florida
– -$1.42M -6,690 Closed
RVPG
1564
Relative Value Partners Group
– -$1.32M -6,226 Closed
GM
1565
GeoWealth Management
Illinois
– -$1.3M -6,118 Closed
HH
1566
Hilltop Holdings
Texas
– -$1.05M -4,929 Closed
LWMNY
1567
Landmark Wealth Management (New York)
New York
– -$1.02M -4,787 Closed
Renaissance Technologies
1568
Renaissance Technologies
New York
– -$956K -4,500 Closed
SL
1569
Systelligence LLC
Minnesota
– -$949K -4,465 Closed
MWA
1570
MFA Wealth Advisors
Pennsylvania
– -$887K -4,178 Closed
ATIA
1571
American Trust Investment Advisors
New Hampshire
– -$742K -3,490 Closed
SWP
1572
Strategic Wealth Partners
Ohio
– -$740K -3,480 Closed
CCM
1573
Corsair Capital Management
New York
– -$577K -3,280 Closed
Vanguard Personalized Indexing Management
1574
Vanguard Personalized Indexing Management
California
– -$551K -2,593 Closed
AC
1575
Avestar Capital
New York
– -$522K -2,458 Closed