We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
801
Elwood & Goetz Wealth Advisory Group
Georgia
$3.11M -$60.9K -225 -2%
IAG
802
Investment Advisory Group
Massachusetts
$3.1M -$20.3K -75 -0.6%
PFM
803
Phillips Financial Management
Indiana
$3.09M -$61.4K -227 -2%
HFAS
804
Hummer Financial Advisory Services
Illinois
$3.08M +$47.4K +175 +2%
BWM
805
Boyd Wealth Management
California
$3.07M -$55.5K -205 -2%
SWA
806
Sax Wealth Advisors
New Jersey
$3.07M – – –
MWM
807
Mittelman Wealth Management
Massachusetts
$3.06M -$1.07M -3,972 -25%
AFG
808
Allegheny Financial Group
Pennsylvania
$3.06M +$163K +603 +5%
NFP
809
Narus Financial Partners
Utah
$3.05M -$168K -622 -5%
R
810
Rebalance
California
$3.04M +$11.9K +44 +0.4%
FGWP
811
Founders Grove Wealth Partners
Virginia
$3.04M -$14.3K -53 -0.5%
BAM
812
BOS Asset Management
Illinois
$3.03M +$16.5K +61 +0.5%
BFG
813
Baron Financial Group
New Jersey
$3.03M +$75.2K +278 +2%
GGS
814
Galvin Gaustad & Stein
Arizona
$3.02M -$1.85M -6,824 -37%
GWA
815
Gibson Wealth Advisors
Texas
$3.02M -$10.3K -38 -0.3%
FNBOO
816
First National Bank of Omaha
Nebraska
$3M +$944K +3,490 +44%
DT
817
Diversified Trust
Tennessee
$3M +$219K +810 +8%
WTA
818
Washington Trust Advisors
Massachusetts
$3M +$211K +778 +7%
RFP
819
Roth Financial Partners
Texas
$2.98M -$104K -385 -3%
GIA
820
Gladstone Institutional Advisory
Florida
$2.96M +$524K +1,936 +21%
CRFG
821
Columbia River Financial Group
Washington
$2.96M +$48.4K +179 +2%
BIG
822
Brookwood Investment Group
Arizona
$2.95M -$16.8K -62 -0.5%
BWA
823
Beam Wealth Advisors
Louisiana
$2.95M -$455K -1,680 -13%
SEM
824
Strategic Equity Management
Arizona
$2.95M -$191K -704 -6%
SMC
825
Smith, Moore & Co
Missouri
$2.94M -$2.17K -8 -0.1%
31 32
33
34 35