We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
2151
ORG Wealth Partners
Texas
$149K -$5.12K -20 -3%
NRG
2152
Nemes Rush Group
Michigan
$147K -$10.5K -41 -7%
Kayne Anderson Rudnick Investment Management
2153
Kayne Anderson Rudnick Investment Management
California
$145K – – –
GFA
2154
Gladwyn Financial Advisors
Virginia
$143K -$5.64K -22 -4%
UIA
2155
Ulland Investment Advisors
Minnesota
$143K – – –
PCFFS
2156
Pacific Center for Financial Services
California
$142K – – –
OP
2157
ORG Partners
Indiana
$142K +$93.5K +365 +198%
1NWS
2158
1 North Wealth Services
Maryland
$140K +$42.8K +167 +45%
OCM
2159
Orion Capital Management
California
$134K +$1.02K +4 +0.8%
TAM
2160
Townsend Asset Management
North Carolina
$129K +$256 +1 +0.2%
WWM
2161
Woodside Wealth Management
Massachusetts
$128K – – –
MFA
2162
Morling Financial Advisors
California
$125K – – –
GIL
2163
Go Invest LLC
Utah
$124K +$123K +482 New
MB
2164
MidFirst Bank
Oklahoma
$121K +$120K +468 New
PAG
2165
Paladin Advisory Group
Iowa
$120K -$28.4K -111 -19%
SWIM
2166
Smallwood Wealth Investment Management
New Jersey
$120K – – –
SA
2167
Seneschal Advisors
Washington
$118K – – –
MFG
2168
Mendota Financial Group
Wisconsin
$117K -$26.4K -103 -18%
NFSG
2169
Newbridge Financial Services Group
Florida
$117K +$256 +1 +0.2%
CWA
2170
Carolina Wealth Advisors
South Carolina
$115K +$114K +444 New
EWM
2171
Evolution Wealth Management
Florida
$114K +$49.7K +194 +78%
CF
2172
Conquis Financial
California
$112K – – –
GCM
2173
Gables Capital Management
Florida
$109K – – –
FCMT
2174
Founders Capital Management (Texas)
Texas
$106K +$1.02K +4 +1%
FA
2175
Fountainhead AM
New Jersey
$105K -$5.63M -21,968 -98%