We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1301
Asset Dedication LLC
California
$728K -$229K -959 -23%
BWM
1302
Birchcreek Wealth Management
Ohio
$728K – – –
WC
1303
Waterloo Capital
Texas
$723K +$5.01K +21 +0.6%
ATI
1304
ARK & TLK Investments
Oklahoma
$720K – – –
MPCG
1305
Matrix Private Capital Group
New York
$719K – – –
PD
1306
Planning Directions
Pennsylvania
$718K -$32.7K -137 -4%
GSWM
1307
Golden State Wealth Management
California
$718K -$17.9K -75 -2%
BMCM
1308
Bryn Mawr Capital Management
Pennsylvania
$715K -$518K -2,167 -40%
SOAG
1309
Silver Oak Advisory Group
Oregon
$712K -$93.9K -393 -11%
JCM
1310
J2 Capital Management
Michigan
$709K +$58.7K +246 +8%
ZBNA
1311
Zions Bancorporation, National Association
Utah
$708K +$763K +3,195 New
AGC
1312
Aspen Grove Capital
Colorado
$706K +$9.79K +41 +1%
WCF
1313
West Coast Financial
California
$700K – – –
LI
1314
LRI Investments
Florida
$697K +$562K +2,353 +298%
SIM
1315
Stratos Investment Management
Ohio
$696K -$4.54K -19 -0.6%
TC
1316
Truvestments Capital
Florida
$695K +$677K +2,834 +938%
FPW
1317
Flywheel Private Wealth
California
$693K -$25.3K -106 -3%
PPA
1318
Pacific Point Advisors
California
$692K +$50.6K +212 +7%
FNB
1319
Farmers National Bank
Kentucky
$689K +$32.5K +136 +5%
MAM
1320
Madison Asset Management
Wisconsin
$689K – – –
AWP
1321
Astra Wealth Partners
New Jersey
$686K +$27.2K +114 +4%
EL
1322
EWA LLC
Pennsylvania
$684K -$24.1K -101 -3%
TWM
1323
Trevian Wealth Management
Massachusetts
$684K -$4.78K -20 -0.6%
PMFA
1324
Plante Moran Financial Advisors
Michigan
$683K -$478 -2 -0.1%
IA
1325
IFG Advisory
Georgia
$681K +$10.5K +44 +1%
51 52
53
54 55