We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2426
Synergy Investment Management
Florida
-$209K -823 Closed
FFA
2427
First Foundation Advisors
California
-$206K -809 Closed
BH
2428
Burk Holdings
Oklahoma
-$205K -806 Closed
CWP
2429
Curated Wealth Partners
California
-$203K -800 Closed
OFP
2430
OLIO Financial Planning
Virginia
-$202K -796 Closed
Qube Research & Technologies (QRT)
2431
Qube Research & Technologies (QRT)
United Kingdom
-$175K -687 Closed
GFWA
2432
Grey Fox Wealth Advisors
Delaware
-$163K -637 Closed
PFA
2433
Pathway Financial Advisers
Indiana
-$154K -612 Closed
AIA
2434
Armor Investment Advisors
North Carolina
-$102K -400 Closed
FLFS
2435
Family Legacy Financial Solutions
North Carolina
-$85.6K -336 Closed
CWM
2436
Crowley Wealth Management
Delaware
-$70.7K -278 Closed
MSWA
2437
Marshall & Sterling Wealth Advisors
New York
-$57.5K -226 Closed
WW
2438
Winnow Wealth
Texas
-$57.4K -225 Closed
TWD
2439
True Wealth Design
Ohio
-$49.6K -195 Closed
HFS
2440
Hopwood Financial Services
Virginia
-$34.3K -135 Closed
SFCL
2441
Strengthening Families & Communities LLC
Massachusetts
-$20.9K -82 Closed
PAM
2442
Palisade Asset Management
Minnesota
-$14.2K -56 Closed
FLP
2443
Financial Life Planners
Arizona
-$6.14K -24 Closed
MAM
2444
MMA Asset Management
Pennsylvania
-$2.59K -10 Closed
AWM
2445
Absher Wealth Management
North Carolina
-$2.03K -8 Closed
KWM
2446
Kiker Wealth Management
Georgia
-$2.03K -8 Closed