We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1051
Inspirion Wealth Advisors
Illinois
$395K -$20K -95 -5%
LL
1052
LPWM LLC
Minnesota
$395K +$9.27K +44 +2%
MAM
1053
McCarthy Asset Management
California
$394K +$334K +1,584 +621%
LFF
1054
Level Four Financial
Texas
$393K -$215K -1,022 -36%
SWM
1055
SeaCrest Wealth Management
New York
$391K -$158K -752 -29%
CPFP
1056
Clear Perspectives Financial Planning
Ohio
$386K -$14.5K -69 -4%
TC
1057
Toews Corporation
New Jersey
$382K -$77.3K -367 -17%
HGWM
1058
Horst & Graben Wealth Management
Oregon
$382K -$33.7K -160 -8%
MIC
1059
Means Investment Company
Maine
$382K +$421 +2 +0.1%
TWM
1060
Tolleson Wealth Management
Texas
$377K – – –
CNB
1061
Camden National Bank
Maine
$372K -$7.58K -36 -2%
CNC
1062
Camden National Corporation
Maine
$372K +$366K +1,739 New
PFG
1063
Pacific Financial Group
Washington
$371K +$12.6K +60 +4%
RWRC
1064
R.W. Roge & Company
New York
$368K -$71K -337 -16%
RFA
1065
Reilly Financial Advisors
California
$367K +$632 +3 +0.2%
GWM
1066
GSB Wealth Management
Connecticut
$365K +$359K +1,704 New
RA
1067
RFG Advisory
Alabama
$364K +$26.3K +125 +8%
HT
1068
Hefren-Tillotson
Pennsylvania
$363K +$357K +1,694 New
CCA
1069
Cadent Capital Advisors
Oklahoma
$363K +$357K +1,696 New
BC
1070
Burney Company
Virginia
$362K +$843 +4 +0.2%
MA
1071
MBA Advisors
Pennsylvania
$359K +$353K +1,676 New
DE
1072
Day & Ennis
Georgia
$358K +$843 +4 +0.2%
HCA
1073
Heck Capital Advisors
Wisconsin
$356K – – –
DI
1074
DAGCO Inc
Ohio
$356K +$3.58K +17 +1%
JCM
1075
Jacobi Capital Management
Pennsylvania
$356K +$114K +542 +48%
41 42
43
44 45