We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1776
Hantz Financial Services
Michigan
$44K – – –
SIS
1777
Sound Income Strategies
Florida
$41K +$37K +192 New
BA
1778
Ballast Advisors
Minnesota
$40.5K -$3.08K -16 -8%
BAM
1779
Byrne Asset Management
New Jersey
$38.9K -$27.9K -145 Closed
MA
1780
Marquette Associates
Illinois
$38.8K +$243K +1,262 New
ICM
1781
Islay Capital Management
Texas
$38.6K +$34.9K +181 New
SFC
1782
SYM Financial Corp
Indiana
$38.4K – – –
LIWM
1783
Long Island Wealth Management
New York
$38K +$34.5K +179 New
CTA
1784
Colonial Trust Advisors
South Carolina
$37.9K – – –
NFSG
1785
Newbridge Financial Services Group
Florida
$37.4K – – –
GAG
1786
Goodman Advisory Group
Massachusetts
$36.9K – – –
OCM
1787
Orion Capital Management
California
$33.7K – – –
USB
1788
Union Savings Bank
Connecticut
$33.7K – – –
MAWCM
1789
Mine & Arao Wealth Creation & Management
California
$33.1K – – –
TAM
1790
Tucker Asset Management
Colorado
$33.1K +$29.9K +155 New
WAS
1791
Winch Advisory Services
Wisconsin
$32.3K – – –
CH
1792
Canton Hathaway
Rhode Island
$32K – – –
FM
1793
Family Management
New York
$32K – – –
AWA
1794
Alaska Wealth Advisors
Alaska
$31.6K -$3.85K -20 -12%
RCM
1795
Rain Capital Management
Oregon
$31.1K +$193 +1 +0.7%
HDIM
1796
Hanson & Doremus Investment Management
Vermont
$31K – – –
SC
1797
Sawyer & Company
Massachusetts
$31K – – –
SRCM
1798
Signature Resources Capital Management
California
$30.7K +$27.7K +144 New
S
1799
Syntrinsic
Colorado
$30.7K +$9.44K +49 +52%
BAM
1800
Bellevue Asset Management
Washington
$30.4K – – –