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
1301
PGIM Custom Harvest
New Jersey
$746K -$57.8K -259 -8%
LI
1302
LRI Investments
Florida
$745K – – –
TC
1303
Truvestments Capital
Florida
$743K – – –
PD
1304
Planning Directions
Pennsylvania
$739K -$27.4K -123 -4%
FNB
1305
Farmers National Bank
Kentucky
$736K -$223 -1 -0%
MAM
1306
Madison Asset Management
Wisconsin
$736K – – –
HIA
1307
Harbor Investment Advisory
Maryland
$733K -$299K -1,341 -30%
FC
1308
Family CFO
California
$733K +$26.8K +120 +4%
PCG
1309
Prosperity Consulting Group
Maryland
$733K -$1.68M -7,514 -71%
BMCM
1310
Bryn Mawr Capital Management
Pennsylvania
$733K -$29.7K -133 -4%
IA
1311
IFG Advisory
Georgia
$732K +$4.46K +20 +0.7%
PPA
1312
Pacific Point Advisors
California
$732K -$6.92K -31 -1%
GAM
1313
GEM Asset Management
Michigan
$731K +$174K +781 +35%
TWM
1314
Trevian Wealth Management
Massachusetts
$731K – – –
BONH
1315
Bank of New Hampshire
New Hampshire
$730K -$97.9K -439 -12%
CWMK
1316
Caliber Wealth Management (Kansas)
Kansas
$729K -$278K -1,248 -29%
IA
1317
Integrity Alliance
Iowa
$726K -$95.5K -428 -12%
GWS
1318
Glassman Wealth Services
Virginia
$722K – – –
EFA
1319
Evernest Financial Advisors
Indiana
$721K +$8.03K +36 +1%
NG
1320
Northstar Group
New York
$716K -$5.13K -23 -0.8%
MSA
1321
Marathon Strategic Advisors
Pennsylvania
$709K – – –
FC
1322
Fairscale Capital
New Hampshire
$708K +$1.78K +8 +0.3%
SW
1323
Simplicity Wealth
New Jersey
$702K -$684K -3,066 -51%
EWM
1324
Elevatus Welath Management
New York
$700K +$380K +1,705 +136%
WP
1325
Westmount Partners
California
$699K +$12.7K +57 +2%
51 52
53
54 55