We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1726
Waterfront Wealth
Kansas
$221K +$211K +927 New
HIC
1727
Holderness Investments Company
North Carolina
$221K – – –
LAM
1728
LifePro Asset Management
California
$220K +$210K +926 New
CSC
1729
Caldwell Sutter Capital
California
$219K +$1.82K +8 +0.9%
CBT
1730
Central Bank & Trust
Kentucky
$219K – – –
AWM
1731
Accurate Wealth Management
Florida
$219K +$208K +914 New
JEST
1732
JTC Employer Solutions Trustee
Jersey
$219K – – –
CA
1733
Calton & Associates
Florida
$219K +$209K +921 New
SW
1734
Simplicity Wealth
New Jersey
$218K -$12.1M -53,136 -98%
PHWM
1735
Pine Harbor Wealth Management
Maryland
$218K -$909 -4 -0.4%
NRWA
1736
North Ridge Wealth Advisors
Oregon
$217K +$208K +915 New
DL
1737
DOHJ LLC
Washington
$217K -$630K -2,774 -75%
CCWM
1738
Correct Capital Wealth Management
Missouri
$217K +$207K +913 New
BFWA
1739
Benchmark Financial Wealth Advisors
Florida
$216K +$207K +912 New
KDA
1740
Kraft Davis & Associates
Missouri
$216K -$2.04K -9 -1%
FFA
1741
First Foundation Advisors
California
$216K +$207K +909 New
NP
1742
Nilsine Partners
Colorado
$215K +$206K +908 New
RCS
1743
Retirement Capital Strategies
California
$215K +$206K +907 New
MIAS
1744
Mason Investment Advisory Services
Virginia
$214K -$7.04K -31 -3%
RW
1745
Regimen Wealth
Georgia
$214K +$205K +902 New
RFP
1746
RCS Financial Planning
Maryland
$212K +$203K +892 New
LA
1747
LVW Advisors
New York
$212K -$58.9K -259 -22%
LSA
1748
Lion Street Advisors
Texas
$212K -$10.9K -48 -5%
CRI
1749
Colonial River Investments
Virginia
$212K +$203K +892 New
RWPA
1750
Richard W. Paul & Associates
Michigan
$211K -$5.23K -23 -3%
68 69
70
71 72