We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1601
Florida Financial Advisors
Florida
$536K +$74.7K +276 +16%
SJGA
1602
Stephen J. Garry & Associates
New York
$535K
TCWM
1603
Total Clarity Wealth Management
Illinois
$534K -$1.08K -4 -0.2%
CMMS
1604
Comprehensive Money Management Services
Florida
$534K
PCM
1605
Prospera Capital Management
Arizona
$534K
PWAM
1606
Private Wealth Asset Management
Iowa
$534K -$54.1K -200 -9%
SLG
1607
Stanley-Laman Group
Pennsylvania
$533K +$551K +2,036 New
FAG
1608
Fortitude Advisory Group
Washington
$533K +$131K +483 +31%
Vanguard Personalized Indexing Management
1609
Vanguard Personalized Indexing Management
California
$533K -$16K -59 -3%
NCG
1610
Newport Capital Group
New Jersey
$532K -$5.68K -21 -1%
SGFG
1611
Silver Grove Financial Group
New York
$532K +$549K +2,030 New
LIA
1612
Lynx Investment Advisory
District of Columbia
$530K +$548K +2,024 New
IA
1613
IFC Advisors
California
$530K -$12.8M -47,261 -96%
WIM
1614
Wiregrass Investment Management
Georgia
$529K
CT
1615
Clearstead Trust
Maine
$528K -$8.66K -32 -2%
CFAM
1616
Center For Asset Management
Florida
$527K -$147K -542 -21%
GHA
1617
Granite Harbor Advisors
Texas
$526K
WMN
1618
Wealth Management Nebraska
Nebraska
$526K
TH
1619
Team Hewins
California
$526K -$541 -2 -0.1%
CAM
1620
Covenant Asset Management
New Jersey
$525K +$20.6K +76 +4%
IA
1621
Insight Advisors
Pennsylvania
$524K +$52.2K +193 +11%
UAG
1622
United Advisor Group
Ohio
$524K -$8.12K -30 -1%
FB
1623
Finward Bancorp
Indiana
$523K +$75.8K +280 +16%
EWP
1624
Elevation Wealth Partners
California
$523K +$271 +1 +0.1%
PCM
1625
Peirce Capital Management
Texas
$523K +$540K +1,995 New