We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1301
Coppell Advisory Solutions
Texas
$349K -$779K -4,125 -70%
RIL
1302
Rothschild Investment LLC
Illinois
$348K +$331K +1,752 New
PCMK
1303
Paragon Capital Management (Kansas)
Kansas
$347K +$105K +554 +46%
PP
1304
Patron Partners
Texas
$346K -$6.42K -34 -2%
TW
1305
TrinityPoint Wealth
Connecticut
$345K +$189 +1 +0.1%
LWM
1306
Laidlaw Wealth Management
New York
$344K +$327K +1,729 New
CWS
1307
Confluence Wealth Services
Pennsylvania
$339K -$12.3K -65 -4%
CT
1308
Clearstead Trust
Maine
$338K +$945 +5 +0.3%
LW
1309
Linscomb Wealth
Texas
$336K +$46.3K +245 +17%
IWA
1310
Inspirion Wealth Advisors
Illinois
$336K -$10K -53 -3%
GP
1311
Girard Partners
Pennsylvania
$336K -$19.1K -101 -6%
NYLIM
1312
New York Life Investment Management
New York
$335K +$318K +1,682 New
MC
1313
Middleton & Co
Massachusetts
$334K +$317K +1,680 New
ECG
1314
EPIQ Capital Group
California
$333K +$1.32K +7 +0.4%
BW
1315
Bison Wealth
Georgia
$333K – – –
TFA
1316
Triad Financial Advisors
North Carolina
$332K +$1.7K +9 +0.5%
OFP
1317
OLIO Financial Planning
Virginia
$329K +$36.1K +191 +13%
CAM
1318
Carret Asset Management
New York
$327K – – –
SWRP
1319
Summit Wealth & Retirement Planning
California
$326K +$310K +1,638 New
VT
1320
Vise Technologies
New York
$323K -$12.1K -64 -4%
RRC
1321
Relaxing Retirement Coach
Massachusetts
$323K – – –
ZIM
1322
Zacks Investment Management
Illinois
$322K +$97.5K +516 +47%
TAM
1323
Tocqueville Asset Management
New York
$322K – – –
AWM
1324
AllSquare Wealth Management
New York
$320K -$19.1K -101 -6%
FG
1325
Foster Group
Iowa
$319K +$46.1K +244 +18%
51 52
53
54 55