We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1226
PGIM Custom Harvest
New Jersey
$633K +$8.56K +39 +1%
AA
1227
Advisory Alpha
Michigan
$633K -$184K -839 -22%
BST
1228
Bath Savings Trust
Maine
$632K +$11.4K +52 +2%
CI
1229
Chartist Inc
California
$632K -$1.1K -5 -0.2%
YIA
1230
YHB Investment Advisors
Connecticut
$631K -$26.4K -120 -4%
LWM
1231
Lyell Wealth Management
California
$629K – – –
AGC
1232
Aspen Grove Capital
Colorado
$629K – – –
MA
1233
MAS Advisors
Florida
$628K -$2.64M -12,000 -81%
MAG
1234
M3 Advisory Group
Massachusetts
$628K +$134K +610 +27%
FNWM
1235
Financial Network Wealth Management
Utah
$627K +$630K +2,868 New
TAM
1236
Titleist Asset Management
Texas
$622K +$239K +1,088 +62%
VWM
1237
Venturi Wealth Management
Texas
$618K – – –
TH
1238
Team Hewins
California
$617K -$1.54K -7 -0.2%
FWM
1239
Fingerlakes Wealth Management
New York
$616K -$10.1K -46 -2%
CF
1240
Centaurus Financial
California
$616K -$50.3K -229 -7%
FC
1241
Family CFO
California
$616K – – –
MSG
1242
Main Street Group
Virginia
$615K -$29K -132 -4%
WWMSC
1243
Wagner Wealth Management (South Carolina)
South Carolina
$612K -$1.1K -5 -0.2%
TFM
1244
Trademark Financial Management
Minnesota
$611K -$79.3K -361 -11%
HAS
1245
HBW Advisory Services
California
$610K -$99.5K -453 -14%
FF
1246
Francis Financial
$609K +$93.1K +424 +18%
KNFPWM
1247
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$606K -$54.2K -247 -8%
AM
1248
Atwater Malick
Pennsylvania
$605K – – –
TCG
1249
Transcendent Capital Group
Oklahoma
$604K -$3.07K -14 -0.5%
AT
1250
Avalon Trust
New Mexico
$603K – – –
48 49
50
51 52