We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1501
Avion Wealth
Texas
$14K – – –
FP
1502
Financial Perspectives
Minnesota
$13K +$1.54K +8 +12%
SFC
1503
SYM Financial Corp
Indiana
$13K -$7.72K -40 -35%
BAM
1504
Byrne Asset Management
New Jersey
$13K -$1.74K -9 -11%
CJL
1505
Cyrus J. Lawrence
New York
$13K – – –
GWM
1506
Grand Wealth Management
Michigan
$13K – – –
CWM
1507
Castle Wealth Management
Florida
$13K +$14.7K +76 New
WPA
1508
West Paces Advisors
Georgia
$12.7K -$50.8K -263 -79%
PWM
1509
Provident Wealth Management
Tennessee
$12K – – –
RPCA
1510
Running Point Capital Advisors
California
$12K – – –
RG
1511
Retirement Group
California
$12K +$6.76K +35 +106%
IWMA
1512
Ironwood Wealth Management (Arizona)
Arizona
$11K – – –
MCM
1513
McMillion Capital Management
North Carolina
$11K +$12.2K +63 New
OHWP
1514
Oak Harbor Wealth Partners
North Carolina
$9K – – –
ODG
1515
O'Dell Group
Ohio
$9K – – –
MHR
1516
Matthew Hamilton Rosenberg
$8K -$38.4K -199 -82%
SCA
1517
Stonebridge Capital Advisors
Minnesota
$8K -$3.86K -20 -31%
HNWAG
1518
High Net Worth Advisory Group
Florida
$8K – – –
LB
1519
Legacy Bridge
Iowa
$8K – – –
LSA
1520
Lansing Street Advisors
Pennsylvania
$8K +$5.21K +27 +129%
VCM
1521
Versant Capital Management
Arizona
$8K +$8.3K +43 New
HMS
1522
Hanseatic Management Services
New Mexico
$7K -$1.91M -9,867 -100%
HI
1523
Hudock Inc
Pennsylvania
$7K – – –
JHCP
1524
Jackson Hole Capital Partners
Oklahoma
$7K +$1.93K +10 +34%
MIM
1525
MTM Investment Management
South Carolina
$6K – – –
59 60
61
62 63