We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BMMM
1551
Boston Mountain Money Management
Arkansas
$330K +$30.2K +133 +11%
TPW
1552
Tiller Private Wealth
Pennsylvania
$329K – – –
WSWA
1553
Warren Street Wealth Advisors
California
$328K – – –
NPFS
1554
Novak & Powell Financial Services
Florida
$328K -$2.47M -10,879 -89%
APP
1555
Avantax Planning Partners
Iowa
$328K -$44.3K -195 -12%
DA
1556
Detalus Advisors
Missouri
$327K +$10.7K +47 +4%
CG
1557
Clifford Group
Massachusetts
$326K – – –
KWAG
1558
Kiely Wealth Advisory Group
North Carolina
$325K +$291K +1,280 New
KL
1559
KWMG LLC
Kansas
$324K -$3.64K -16 -1%
TW
1560
Transform Wealth
Colorado
$322K -$3.64K -16 -1%
SSWM
1561
Sheets Smith Wealth Management
North Carolina
$321K -$5K -22 -2%
PMSA
1562
Patrick M. Sweeney & Associates
Illinois
$321K +$21.1K +93 +7%
CEI
1563
Clark Estates Inc
New York
$320K – – –
ACM
1564
Absolute Capital Management
Pennsylvania
$320K +$45.2K +199 +17%
CRC
1565
Curi RMB Capital
Illinois
$319K -$25.2K -111 -8%
TWP
1566
Total Wealth Planning
Ohio
$318K – – –
KFS
1567
Kelly Financial Services
Massachusetts
$318K +$1.82K +8 +0.6%
C
1568
Certuity
Florida
$318K -$285K -1,253 -48%
LCOV
1569
London Company of Virginia
Virginia
$315K +$20.4K +90 +7%
DA
1570
Drake & Associates
Wisconsin
$313K +$87.3K +384 +41%
FWI
1571
Facet Wealth Inc
Maryland
$313K +$65.7K +289 +28%
TWP
1572
Tempus Wealth Planning
California
$313K +$682 +3 +0.2%
HW
1573
Hancock Whitney
Mississippi
$312K – – –
FCA
1574
FinTrust Capital Advisors
South Carolina
$311K +$19.5K +86 +7%
RMC
1575
Resources Management Corp
Connecticut
$311K -$1.14K -5 -0.4%
61 62
63
64 65