We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Coastline Trust
Rhode Island
$845K -$55.4K -278 -6%
SWA
1002
Strata Wealth Advisors
Texas
$840K +$886K +4,445 New
CWM
1003
Cahill Wealth Management
Michigan
$839K -$6.77K -34 -0.8%
MIG
1004
McGuire Investment Group
Rhode Island
$834K -$20.5K -103 -2%
NGA
1005
Naples Global Advisors
Florida
$833K -$4.98K -25 -0.6%
AMM
1006
American Money Management
California
$832K -$51.2K -257 -6%
CCA
1007
Conservest Capital Advisors
Pennsylvania
$831K +$1.99K +10 +0.2%
CAM
1008
CPA Asset Management
Florida
$828K – – –
BWM
1009
Baystate Wealth Management
Massachusetts
$827K -$157K -786 -15%
AWM
1010
Aspire Wealth Management
Massachusetts
$821K +$1.2K +6 +0.1%
SSA
1011
Schonfeld Strategic Advisors
New York
$818K +$862K +4,326 New
WWM
1012
Western Wealth Management
Colorado
$817K +$253K +1,272 +42%
SF
1013
Safeguard Financial
Wisconsin
$815K -$200K -1,002 -19%
VFIC
1014
Valley Forge Investment Consultants
Pennsylvania
$815K +$1.2K +6 +0.1%
NCM
1015
Northwest Capital Management
Oregon
$814K – – –
BOM
1016
Bank of Marin
California
$813K – – –
JWM
1017
Jeppson Wealth Management
California
$810K -$3.39K -17 -0.4%
YIH
1018
Y-Intercept (HK)
Hong Kong
$805K +$849K +4,259 New
TCM
1019
Traynor Capital Management
Pennsylvania
$800K +$3.19K +16 +0.4%
VFG
1020
V2 Financial group
Illinois
$799K -$59.4K -298 -7%
DSA
1021
Droms Strauss Advisors
Missouri
$798K +$17.5K +88 +2%
RWM
1022
Rockwood Wealth Management
Pennsylvania
$797K – – –
SCA
1023
Stillwater Capital Advisors
Pennsylvania
$786K -$40.8K -205 -5%
HWA
1024
Heritage Wealth Advisors
Virginia
$773K -$80.1K -402 -9%
CCFM
1025
Clear Creek Financial Management
Washington
$772K +$8.97K +45 +1%
39 40
41
42 43