We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2401
Morse Asset Management
Connecticut
$786 – – –
GA
2402
GoalVest Advisory
New York
$524 – – –
VFM
2403
Vision Financial Markets
Connecticut
$267 – – –
IW
2404
Imprint Wealth
South Carolina
$262 – – –
NA
2405
Networth Advisors
Pennsylvania
$262 – – –
DWM
2406
Darwin Wealth Management
Florida
$261 – – –
BAM
2407
Brandywine Asset Management
Pennsylvania
$91 – – –
AWM
2408
Axxcess Wealth Management
California
– -$41.1M -159,426 Closed
JWCA
2409
J.W. Cole Advisors
Florida
– -$8.29M -51,567 Closed
LCM
2410
Logan Capital Management
Pennsylvania
– -$7.9M -29,176 Closed
CG
2411
Castellan Group
Kentucky
– -$4.93M -19,118 Closed
Citadel Advisors
2412
Citadel Advisors
Florida
– -$4.03M -14,904 Closed
AFS
2413
Axiom Financial Strategies
Indiana
– -$3.02M -11,701 Closed
SCM
2414
SOL Capital Management
Maryland
– -$2.94M -11,382 Closed
SWM
2415
SFG Wealth Management
Maryland
– -$1.69M -6,564 Closed
DAS
2416
Diversify Advisory Services
Utah
– -$1.64M -5,963 Closed
WWM
2417
Westwood Wealth Management
California
– -$1.34M -5,180 Closed
WS
2418
Wilian Securities
Minnesota
– -$1.32M -5,135 Closed
GWM
2419
GK Wealth Management
Nevada
– -$1.11M -4,285 Closed
HWMO
2420
Heritage Wealth Management (Ohio)
Ohio
– -$925K -3,587 Closed
BDWCC
2421
B&D White Capital Company
Texas
– -$861K -3,339 Closed
GRR
2422
Golden Reserve Retirement
Ohio
– -$578K -2,240 Closed
GCM
2423
Generation Capital Management
New York
– -$538K -2,084 Closed
CAS
2424
Coppell Advisory Solutions
Texas
– -$525K -2,014 Closed
EARNEST Partners
2425
EARNEST Partners
Georgia
– -$503K -1,951 Closed