We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
926
Life Planning Partners
Florida
$2.29M +$95.8K +354 +4%
MPWS
927
McCarter Private Wealth Services
Massachusetts
$2.29M +$213K +787 +10%
MA
928
MONECO Advisors
Connecticut
$2.27M -$155K -574 -6%
BFA
929
Beaumont Financial Advisors
Massachusetts
$2.27M +$91.5K +338 +4%
BPWM
930
BCS Private Wealth Management
New Jersey
$2.23M – – –
CPWM
931
Cypress Point Wealth Management
Texas
$2.23M – – –
CAAM
932
Cornerstone Advisors Asset Management
Pennsylvania
$2.21M -$203K -749 -8%
KP
933
Kitching Partners
Pennsylvania
$2.21M +$542K +2,003 +31%
BRM
934
Boston Research & Management
Massachusetts
$2.19M -$12.2K -45 -0.5%
ACA
935
Affinity Capital Advisors
California
$2.18M +$113K +419 +5%
SW
936
SVB Wealth
Massachusetts
$2.17M -$476K -1,760 -18%
BWM
937
BCS Wealth Management
Tennessee
$2.16M -$2.16M -7,979 -49%
IA
938
Integrity Alliance
Iowa
$2.15M +$366K +1,354 +20%
SWM
939
SeaCrest Wealth Management
New York
$2.15M +$165K +608 +8%
PVI
940
Pine Valley Investments
New Jersey
$2.15M -$60.3K -223 -3%
NWMP
941
Noble Wealth Management PBC
Colorado
$2.14M +$7.31K +27 +0.3%
VCM
942
Vivaldi Capital Management
Illinois
$2.14M -$18.7K -69 -0.8%
SWP
943
Sagespring Wealth Partners
Tennessee
$2.14M +$274K +1,014 +14%
SAM
944
Smithbridge Asset Management
Pennsylvania
$2.13M +$2.2M +8,143 New
MBFW
945
Morton Brown Family Wealth
Pennsylvania
$2.12M -$17K -63 -0.8%
AG
946
Advocate Group
Minnesota
$2.12M +$163K +601 +8%
SDWMA
947
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.12M -$16.8K -62 -0.8%
MCM
948
MidAtlantic Capital Management
Virginia
$2.11M +$17K +63 +0.8%
HIP
949
HUB Investment Partners
Texas
$2.11M +$1.08M +4,003 +99%
BHWM
950
Beaird Harris Wealth Management
Texas
$2.1M -$48.7K -180 -2%
36 37
38
39 40