We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1526
Ullmann Wealth Partners Group
Florida
$436K – – –
BHBT
1527
Burke & Herbert Bank & Trust
Virginia
$436K +$470K +1,967 New
NA
1528
Novus Advisors
South Carolina
$436K +$43.2K +181 +10%
APP
1529
Avantax Planning Partners
Iowa
$436K +$147K +614 +45%
KFS
1530
Kaizen Financial Strategies
California
$435K -$478 -2 -0.1%
TCWM
1531
Total Clarity Wealth Management
Illinois
$434K – – –
TDC
1532
Thompson Davis & Co
Virginia
$434K – – –
MWM
1533
Mascoma Wealth Management
New Hampshire
$434K +$30.3K +127 +7%
CIS
1534
Continental Investors Services
Washington
$434K +$12.4K +52 +3%
MPW
1535
Melone Private Wealth
Michigan
$433K +$1.43K +6 +0.3%
AWC
1536
Adamsbrown Wealth Consultants
Kansas
$433K – – –
MWP
1537
Madison Wealth Partners
Wisconsin
$433K +$478 +2 +0.1%
HWP
1538
Hibernia Wealth Partners
Louisiana
$433K +$36.8K +154 +9%
HIM
1539
Harbour Investment Management
Washington
$433K – – –
JSW
1540
Journey Strategic Wealth
New Jersey
$433K +$50.4K +211 +12%
SJGA
1541
Stephen J. Garry & Associates
New York
$433K +$19.1K +80 +4%
NPFS
1542
Novak & Powell Financial Services
Florida
$432K +$466K +1,950 New
AP
1543
Appleton Partners
Massachusetts
$431K -$29.6K -124 -6%
LWM
1544
Lodestone Wealth Management
Washington
$430K +$478 +2 +0.1%
KCPG
1545
Kavar Capital Partners Group
Kansas
$430K – – –
CIA
1546
Cape Investment Advisory
Georgia
$427K +$30.8K +129 +7%
OC
1547
Optima Capital
Oregon
$427K -$61.6K -258 -12%
ONB
1548
Old National Bancorp
Indiana
$426K -$12.2K -51 -3%
VIPI
1549
Vista Investment Partners II
Indiana
$426K +$212K +888 +86%
PSFG
1550
Park Square Financial Group
Georgia
$425K +$16.2K +68 +4%
60 61
62
63 64