VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
1201
Balanced Rock Investment Advisors
Massachusetts
$898K +$31K +130 +3%
LDB
1202
Lee, Danner & Bass
Tennessee
$894K – – –
RWA
1203
River Wealth Advisors
Pennsylvania
$882K -$3.34K -14 -0.4%
Members Trust
1204
Members Trust
Florida
$880K +$948K +3,968 New
CCA
1205
Conservest Capital Advisors
Pennsylvania
$879K +$2.15K +9 +0.2%
EW
1206
Elyxium Wealth
California
$879K -$101K -423 -10%
RSS
1207
Rosenblum Silverman Sutton
California
$875K +$149K +625 +19%
ICCON
1208
Investment Counsel Company of Nevada
Nevada
$875K -$204K -855 -18%
TCM
1209
TABR Capital Management
California
$872K -$82.2K -344 -8%
CIA
1210
Cohen Investment Advisors
New Hampshire
$872K +$82.4K +345 +10%
CWM
1211
Cahill Wealth Management
Michigan
$872K -$22.4K -94 -2%
WCM
1212
Washburn Capital Management
Florida
$867K -$23.9K -100 -2%
FA
1213
Fiduciary Alliance
South Carolina
$864K -$1.67K -7 -0.2%
VFP
1214
Verus Financial Partners
Virginia
$863K -$33K -138 -3%
EC
1215
Estate Counselors
Wisconsin
$863K +$181K +760 +24%
BWA
1216
Bordeaux Wealth Advisors
California
$860K +$21K +88 +2%
CT
1217
Colonial Trust
South Carolina
$855K -$214K -897 -19%
VFIC
1218
Valley Forge Investment Consultants
Pennsylvania
$853K -$36.3K -152 -4%
MAG
1219
M3 Advisory Group
Massachusetts
$852K +$37.3K +156 +4%
LWMNY
1220
Landmark Wealth Management (New York)
New York
$849K +$1.91K +8 +0.2%
FWIA
1221
Fort Washington Investment Advisors
Ohio
$846K -$6.45K -27 -0.7%
GWA
1222
Geometric Wealth Advisors
District of Columbia
$845K -$1.43K -6 -0.2%
LKBC
1223
L.K. Benson & Company
Maryland
$844K -$36.3K -152 -4%
SC
1224
Sapient Capital
Indiana
$842K +$91.2K +382 +11%
DAS
1225
DMKC Advisory Services
Iowa
$840K +$17.2K +72 +2%