We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1351
Raffa Wealth Management
District of Columbia
$266K +$217K +954 +428%
BFA
1352
Beaumont Financial Advisors
Massachusetts
$265K -$208K -916 -44%
DCM
1353
Donaldson Capital Management
Indiana
$265K -$3.18K -14 -1%
PFBT
1354
Parkside Financial Bank & Trust
Missouri
$265K -$682 -3 -0.3%
LAM
1355
LifePro Asset Management
California
$265K +$11.4K +50 +4%
FWM
1356
Fortress Wealth Management
California
$265K +$267K +1,173 New
AMIM
1357
Aull & Monroe Investment Management
Alabama
$264K – – –
GIA
1358
GHP Investment Advisors
Colorado
$262K +$227 +1 +0.1%
CMP
1359
Courage Miller Partners
Virginia
$261K +$7.95K +35 +3%
CC
1360
Cannell & Co
New York
$261K +$263K +1,156 New
BWCS
1361
Beirne Wealth Consulting Services
Connecticut
$259K -$35K -154 -12%
BB
1362
Busey Bank
Illinois
$259K -$23.2K -102 -8%
WDL
1363
Well Done LLC
Michigan
$259K +$260K +1,146 New
HCM
1364
Howland Capital Management
Massachusetts
$258K – – –
WAS
1365
Winch Advisory Services
Wisconsin
$255K +$454 +2 +0.2%
JPG
1366
Jordan Park Group
California
$255K +$257K +1,130 New
JFGIW
1367
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K -$29.5K -130 -10%
IFWM
1368
Institute for Wealth Management
Colorado
$252K – – –
TC
1369
Truvestments Capital
Florida
$252K +$54.5K +240 +27%
BIAS
1370
Beacon Investment Advisory Services
New Jersey
$251K +$2.73K +12 +1%
OFP
1371
OLIO Financial Planning
Virginia
$251K +$252K +1,111 New
NAG
1372
Northstar Advisory Group
New Jersey
$251K +$253K +1,112 New
HT
1373
Heritage Trust
Oklahoma
$250K – – –
CAM
1374
Congress Asset Management
Massachusetts
$249K – – –
SA
1375
Scarborough Advisors
Maryland
$249K +$251K +1,103 New
53 54
55
56 57