We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1701
Fortune Financial Group
Florida
$454K +$254K +937 +118%
BIAS
1702
Beacon Investment Advisory Services
New Jersey
$454K -$17.9K -66 -4%
MC
1703
Middleton & Co
Massachusetts
$453K – – –
BB
1704
Bell Bank
North Dakota
$453K -$53K -196 -10%
RWS
1705
Resolute Wealth Strategies
Mississippi
$451K +$66.8K +247 +17%
UF
1706
Univest Financial
Pennsylvania
$450K -$88.8K -328 -16%
PA
1707
PFW Advisors
Georgia
$449K – – –
TTIC
1708
Tower Trust & Investment Company
Iowa
$448K +$25.2K +93 +6%
C
1709
Covestor
United Kingdom
$447K +$16.2K +60 +4%
OC
1710
Oarsman Capital
Wisconsin
$447K +$167K +616 +57%
TWM
1711
Tumwater Wealth Management
Idaho
$447K -$69.5K -257 -13%
LWP
1712
LMG Wealth Partners
Louisiana
$445K – – –
HPC
1713
HM Payson & Co
Maine
$444K -$18.4K -68 -4%
SFG
1714
Synergy Financial Group
California
$444K -$121K -447 -21%
WI
1715
Westbourne Investments
Virginia
$443K – – –
MFS
1716
Miller Financial Services
Michigan
$440K +$1.08K +4 +0.2%
KAS
1717
KPP Advisory Services
Kentucky
$440K -$7.31K -27 -2%
4WM
1718
49 Wealth Management
Texas
$438K +$812 +3 +0.2%
SWA
1719
Stratos Wealth Advisors
Ohio
$438K -$6.86M -25,331 -94%
GWSA
1720
Global Wealth Strategies & Associates
Colorado
$436K +$348K +1,286 +341%
MPCA
1721
Madison Park Capital Advisors
Washington
$433K +$10.6K +39 +2%
I
1722
INVST
Indiana
$433K -$37.3K -138 -8%
RCA
1723
Riverview Capital Advisers
Massachusetts
$433K -$13.6M -50,182 -97%
TPCM
1724
Templeton & Phillips Capital Management
Tennessee
$433K – – –
WFS
1725
Weitzel Financial Services
Iowa
$432K – – –