We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1276
Linscomb Wealth
Texas
$309K +$50.1K +238 +20%
WA
1277
WP Advisors
California
$308K -$23.8K -113 -7%
AA
1278
Argent Advisors
Louisiana
$308K – – –
BMWM
1279
Brown Miller Wealth Management
Virginia
$306K +$632 +3 +0.2%
WW
1280
Waterfront Wealth
Kansas
$306K +$15.4K +73 +5%
APP
1281
Avantax Planning Partners
Iowa
$305K -$31.6K -150 -9%
CAM
1282
Crestone Asset Management
Colorado
$305K – – –
GT
1283
Greenleaf Trust
Michigan
$303K +$300K +1,425 New
ZIM
1284
Zacks Investment Management
Illinois
$303K +$300K +1,425 New
OFP
1285
OLIO Financial Planning
Virginia
$302K +$64.8K +308 +28%
KFS
1286
Kelly Financial Services
Massachusetts
$302K -$21.5K -102 -7%
CC
1287
Callan Capital
California
$301K +$298K +1,417 New
FCB
1288
First Command Bank
Texas
$300K – – –
FCFS
1289
First Command Financial Services
Texas
$300K – – –
EWM
1290
Elmwood Wealth Management
California
$299K – – –
ONB
1291
Old National Bancorp
Indiana
$298K +$84.8K +403 +40%
SFP
1292
Shepherd Financial Partners
Massachusetts
$297K – – –
BIAS
1293
Beacon Investment Advisory Services
New Jersey
$297K +$60.6K +288 +26%
CA
1294
Cornerstone Advisory
Maryland
$297K +$86.1K +409 +41%
FCA
1295
FinTrust Capital Advisors
South Carolina
$295K – – –
PCTC
1296
Perkins Coie Trust Company
Washington
$293K – – –
SXL
1297
Summit X LLC
Missouri
$293K – – –
CNB
1298
Camden National Bank
Maine
$292K -$5.05K -24 -2%
RCM
1299
Raleigh Capital Management
North Carolina
$292K +$290K +1,376 New
RF
1300
Resolute Financial
Massachusetts
$291K -$194K -921 -40%
50 51
52
53 54