We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
426
Laurel Wealth Planning
Minnesota
$4.33M -$234K -1,055 -5%
WLIM
427
White Lighthouse Investment Management
Massachusetts
$4.33M +$264K +1,193 +7%
FCI
428
Financial Counselors Inc
Kansas
$4.33M -$51.2K -231 -1%
MFS
429
McNamara Financial Services
Massachusetts
$4.33M +$1.24M +5,597 +41%
SFS
430
Solitude Financial Services
Virginia
$4.29M +$291K +1,315 +7%
TYCC
431
Texas Yale Capital Corp
Florida
$4.28M +$45.7K +206 +1%
GA
432
GoalVest Advisory
New York
$4.27M +$566K +2,556 +16%
GBT
433
Grove Bank & Trust
Florida
$4.27M +$14.4K +65 +0.3%
WA
434
Wealth Alliance
New York
$4.25M -$33.5K -151 -0.8%
FLPIM
435
F.L. Putnam Investment Management
Massachusetts
$4.24M -$187K -842 -4%
GWM
436
Greenhouse Wealth Management
Connecticut
$4.23M +$106K +477 +3%
HCM
437
HM Capital Management
Missouri
$4.21M +$302K +1,365 +8%
VA
438
Valmark Advisers
Ohio
$4.17M +$285K +1,286 +7%
NOI
439
Newton One Investments
Delaware
$4.14M -$155K -699 -4%
ANTB
440
AMG National Trust Bank
Colorado
$4.14M -$2.83M -12,760 -41%
SHWM
441
Smith & Howard Wealth Management
Georgia
$4.12M -$56.7K -256 -1%
MIM
442
Morningstar Investment Management
Illinois
$4.08M -$508K -2,294 -11%
RFP
443
Roth Financial Partners
Texas
$4.07M -$22.2K -100 -0.6%
MWM
444
Mascoma Wealth Management
New Hampshire
$4.06M -$152K -684 -4%
EWM
445
Echo Wealth Management
Minnesota
$4.06M +$26.1K +118 +0.6%
SAM
446
S.A. Mason
Michigan
$4.04M +$26.1K +118 +0.7%
OIA
447
OneDigital Investment Advisors
Kansas
$4.04M +$111K +503 +3%
HHRDM
448
H&H Retirement Design & Management
Nevada
$4.03M -$185K -835 -4%
BWA
449
BDO Wealth Advisors
Florida
$4.01M +$52.7K +238 +1%
CB
450
Commerce Bank
Missouri
$4.01M -$67.1K -303 -2%
16 17
18
19 20