We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1076
Rockwood Wealth Management
Pennsylvania
$899K – – –
VFG
1077
V2 Financial group
Illinois
$899K -$2.5K -13 -0.3%
DI
1078
Disciplined Investments
Oklahoma
$897K -$248K -1,289 -23%
KA
1079
Kercheville Advisors
Texas
$896K +$809K +4,200 New
FIA
1080
Foundations Investment Advisors
Arizona
$890K +$113K +585 +16%
SNBOSD
1081
Security National Bank of So Dak
Iowa
$887K -$104K -540 -11%
AWM
1082
Aspire Wealth Management
Massachusetts
$884K -$38.1K -198 -5%
JSL
1083
JT Stratford LLC
Georgia
$877K +$64.7K +336 +9%
FFS
1084
Founders Financial Securities
Maryland
$876K +$791K +4,106 New
LW
1085
Libra Wealth
California
$873K -$300K -1,555 -28%
HWA
1086
Heritage Wealth Advisors
Virginia
$872K +$385 +2 +0%
CWM
1087
Cahill Wealth Management
Michigan
$871K -$68.4K -355 -8%
WTFG
1088
Wells Trecaso Financial Group
Ohio
$867K +$60.7K +315 +8%
CG
1089
Cynosure Group
Utah
$859K +$776K +4,026 New
LPAM
1090
Lodestar Private Asset Management
California
$857K +$5.59K +29 +0.7%
MPM
1091
Meritage Portfolio Management
Kansas
$857K +$774K +4,019 New
CIA
1092
Capital Investment Advisors
Georgia
$857K +$169K +876 +28%
LWM
1093
Luminvest Wealth Management
Arizona
$854K +$694K +3,604 New
LDB
1094
Lee, Danner & Bass
Tennessee
$853K – – –
FW
1095
Fairway Wealth
Ohio
$852K +$770K +3,995 New
NAS
1096
NWF Advisory Services
California
$852K +$75.3K +391 +11%
SAW
1097
Signal Advisors Wealth
Michigan
$851K +$769K +3,989 New
TWD
1098
True Wealth Design
Ohio
$851K -$5.97K -31 -0.8%
RA
1099
Rodgers & Associates
Pennsylvania
$850K -$172K -895 -18%
CT
1100
Coastline Trust
Rhode Island
$846K -$96.3K -500 -11%
42 43
44
45 46