We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
1251
Tower View Wealth Management
Wisconsin
$166K +$443 +2 +0.3%
BA
1252
Ballast Advisors
Minnesota
$163K – – –
PMFA
1253
Plante Moran Financial Advisors
Michigan
$162K +$40.3K +182 +34%
SWM
1254
Sugarloaf Wealth Management
Georgia
$159K -$63.2K -285 -29%
AC
1255
Asio Capital
Kentucky
$158K +$44.3K +200 +40%
GWS
1256
Glassman Wealth Services
Virginia
$153K – – –
PFBT
1257
Parkside Financial Bank & Trust
Missouri
$147K -$14.8K -67 -9%
AIA
1258
Armor Investment Advisors
North Carolina
$143K – – –
HCP
1259
Hexagon Capital Partners
Arkansas
$142K +$1.55K +7 +1%
SFSIG
1260
San Francisco Sentry Investment Group
California
$137K -$7.76K -35 -5%
FCMT
1261
Founders Capital Management (Texas)
Texas
$135K +$37.2K +168 +39%
GTAM
1262
Global Trust Asset Management
Florida
$134K +$5.1K +23 +4%
SFP
1263
Sterling Financial Planning
New Jersey
$128K +$111K +500 +714%
FPW
1264
Flagship Private Wealth
Massachusetts
$125K +$119K +536 +2,233%
FF
1265
FourThought Financial
Florida
$124K – – –
EW
1266
Element Wealth
Mississippi
$122K – – –
FFA
1267
Freedman Financial Associates
Massachusetts
$121K -$18.4K -83 -13%
AWM
1268
Accel Wealth Management
Iowa
$121K +$9.97K +45 +9%
HPC
1269
HM Payson & Co
Maine
$120K – – –
WT
1270
Washington Trust
Rhode Island
$120K +$1.77K +8 +2%
WCAMG
1271
Woodard & Company Asset Management Group
North Carolina
$113K – – –
BWL
1272
Bogart Wealth LLC
Virginia
$110K +$4.43K +20 +4%
TAM
1273
Townsend Asset Management
North Carolina
$108K – – –
GFPC
1274
Global Financial Private Client
Florida
$105K – – –
FFC
1275
First Financial Corp
Indiana
$104K – – –
49 50
51
52 53