We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2076
Addison Advisors
Vermont
$31.5K – – –
AP
2077
Atwood & Palmer
Missouri
$31.3K – – –
SR
2078
Syntax Research
Florida
$30.6K – – –
CAM
2079
Clarity Asset Management
Iowa
$30.3K +$28.6K +128 New
WBC
2080
West Branch Capital
Massachusetts
$29.9K – – –
WAS
2081
Winch Advisory Services
Wisconsin
$29.8K -$6.25K -28 -18%
RF
2082
Roxbury Financial
New Jersey
$29.5K +$223 +1 +0.8%
PC
2083
Promus Capital
Illinois
$28.4K +$26.8K +120 New
AEPWM
2084
Atlantic Edge Private Wealth Management
Florida
$28.2K -$9.59K -43 -27%
CWP
2085
Concord Wealth Partners
Virginia
$28.2K -$446 -2 -2%
SRCM
2086
Signature Resources Capital Management
California
$28.2K – – –
M
2087
MOTCO
Texas
$28K – – –
IWM
2088
Inlight Wealth Management
Georgia
$27K – – –
AW
2089
Avion Wealth
Texas
$27K – – –
GTAM
2090
Global Trust Asset Management
Florida
$25.7K +$7.36K +33 +44%
SN
2091
Sittner & Nelson
Oregon
$25.4K – – –
APW
2092
Aventura Private Wealth
Florida
$25.4K +$7.14K +32 +43%
TLA
2093
Tanglewood Legacy Advisors
Texas
$24.6K – – –
FGC
2094
Financial Gravity Companies
Texas
$24.4K +$23K +103 New
CTA
2095
Colonial Trust Advisors
South Carolina
$24.3K – – –
AWM
2096
Accredited Wealth Management
Kentucky
$23.8K – – –
NWM
2097
Navigoe Wealth Management
California
$22K – – –
PIP
2098
Peachtree Investment Partners
Florida
$21.4K +$446 +2 +2%
CFG
2099
Chapman Financial Group
Hawaii
$21.3K +$20.1K +90 New
AT
2100
Arlington Trust
Alabama
$21.3K – – –