We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1001
Trinity Financial Advisors
Ohio
$1.6M -$720K -2,928 -31%
ASW
1002
Astoria Strategic Wealth
Texas
$1.6M +$1.23K +5 +0.1%
CFGSD
1003
Compass Financial Group (South Dakota)
South Dakota
$1.59M +$3.69K +15 +0.2%
SFG
1004
Sunburst Financial Group
Alabama
$1.59M -$54.4K -221 -3%
IF
1005
Ironwood Financial
Arizona
$1.58M -$7.87K -32 -0.5%
CCC
1006
Compass Capital Corp
Massachusetts
$1.58M +$1.58M +6,408 New
RIM
1007
Rockbridge Investment Management
New York
$1.57M – – –
BFG
1008
Baron Financial Group
New Jersey
$1.56M +$108K +440 +7%
TFA
1009
TPG Financial Advisors
Oregon
$1.55M +$892K +3,625 +128%
GWMIA
1010
Global Wealth Management Investment Advisory
Florida
$1.55M +$72.3K +294 +5%
ULWM
1011
Upper Left Wealth Management
Florida
$1.55M +$46K +187 +3%
NCTC
1012
New Covenant Trust Company
Indiana
$1.54M -$15.5K -63 -1%
SPI
1013
Santori & Peters Inc
Pennsylvania
$1.54M +$20.2K +82 +1%
TWM
1014
Topsail Wealth Management
North Carolina
$1.53M +$1.57M +6,386 New
OFG
1015
Opulen Financial Group
Virginia
$1.53M +$1.56M +6,351 New
CSWM
1016
Cassady Schiller Wealth Management
Ohio
$1.53M -$85.9K -349 -5%
AFG
1017
Allegheny Financial Group
Pennsylvania
$1.52M +$231K +938 +17%
WFA
1018
Wellspring Financial Advisors
Ohio
$1.52M +$246 +1 +0%
CWC
1019
Carolinas Wealth Consulting
North Carolina
$1.51M +$4.18K +17 +0.3%
OFP
1020
OFC Financial Planning
New Jersey
$1.51M +$1.55M +6,293 New
SWM
1021
Sanctuary Wealth Management
Idaho
$1.51M +$680K +2,764 +78%
CCFM
1022
Clear Creek Financial Management
Washington
$1.51M +$4.43K +18 +0.3%
UWM
1023
USAdvisors Wealth Management
Minnesota
$1.5M -$43.8K -178 -3%
EFA
1024
Edge Financial Advisors
Illinois
$1.5M -$2.21K -9 -0.1%
BIA
1025
Bell Investment Advisors
California
$1.49M +$57.1K +232 +4%
39 40
41
42 43