We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1701
Univest Financial
Pennsylvania
$450K -$88.8K -328 -16%
PA
1702
PFW Advisors
Georgia
$449K – – –
TTIC
1703
Tower Trust & Investment Company
Iowa
$448K +$25.2K +93 +6%
C
1704
Covestor
United Kingdom
$447K +$16.2K +60 +4%
OC
1705
Oarsman Capital
Wisconsin
$447K +$167K +616 +57%
TWM
1706
Tumwater Wealth Management
Idaho
$447K -$69.5K -257 -13%
LWP
1707
LMG Wealth Partners
Louisiana
$445K – – –
HPC
1708
HM Payson & Co
Maine
$444K -$18.4K -68 -4%
SFG
1709
Synergy Financial Group
California
$444K -$121K -447 -21%
WI
1710
Westbourne Investments
Virginia
$443K – – –
MFS
1711
Miller Financial Services
Michigan
$440K +$1.08K +4 +0.2%
KAS
1712
KPP Advisory Services
Kentucky
$440K -$7.31K -27 -2%
4WM
1713
49 Wealth Management
Texas
$438K +$812 +3 +0.2%
SWA
1714
Stratos Wealth Advisors
Ohio
$438K -$6.86M -25,331 -94%
GWSA
1715
Global Wealth Strategies & Associates
Colorado
$436K +$348K +1,286 +341%
MPCA
1716
Madison Park Capital Advisors
Washington
$433K +$10.6K +39 +2%
I
1717
INVST
Indiana
$433K -$37.3K -138 -8%
RCA
1718
Riverview Capital Advisers
Massachusetts
$433K -$13.6M -50,182 -97%
TPCM
1719
Templeton & Phillips Capital Management
Tennessee
$433K – – –
WFS
1720
Weitzel Financial Services
Iowa
$432K – – –
JSW
1721
Journey Strategic Wealth
New Jersey
$431K -$20.6K -76 -4%
GBFP
1722
Golden Bell Financial Planning
Georgia
$431K -$7.04K -26 -2%
LFA
1723
LifeGuide Financial Advisors
Pennsylvania
$431K – – –
HWA
1724
HHM Wealth Advisors
Tennessee
$431K -$86.6K -320 -16%
IPA
1725
Investment Planning Advisors
Georgia
$430K +$14.3K +53 +3%
67 68
69
70 71