We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1751
Opal Wealth Advisors
New York
$413K +$84.4K +312 +25%
AWA
1752
Authentikos Wealth Advisory
California
$413K +$29.8K +110 +7%
JFG
1753
Jefferies Financial Group
New York
$413K +$426K +1,576 New
GB
1754
Goepper Burkhardt
South Carolina
$412K +$4.6K +17 +1%
DACG
1755
Donor Advised Charitable Giving
California
$411K – – –
MC
1756
Matters Capital
Florida
$411K +$425K +1,570 New
CWM
1757
Chemistry Wealth Management
New York
$411K -$67.1K -248 -14%
TCM
1758
TruNorth Capital Management
Michigan
$411K – – –
ACM
1759
Alpha Capital Management
Texas
$409K +$8.39K +31 +2%
DDC
1760
DF Dent & Co
Maryland
$409K +$14.1K +52 +3%
EWP
1761
Evergreen Wealth Partners
Montana
$408K +$1.35K +5 +0.3%
HCP
1762
Hardin Capital Partners
South Carolina
$406K +$5.68K +21 +1%
CFP
1763
Cypress Financial Planning
New Jersey
$405K -$76.9K -284 -16%
PSP
1764
Pacific Sage Partners
Washington
$405K -$21.9K -81 -5%
SFP
1765
Shepherd Financial Partners
Massachusetts
$405K – – –
SG
1766
Somerset Group
Minnesota
$404K – – –
EWA
1767
Etesian Wealth Advisors
Oregon
$404K -$25.7K -95 -6%
GDP
1768
Great Diamond Partners
Maine
$404K +$20.3K +75 +5%
IWA
1769
Independent Wealth Advisors
North Carolina
$404K -$15.2K -56 -4%
TCP
1770
TMB Capital Partners
Arkansas
$404K – – –
SIC
1771
SJS Investment Consulting
Ohio
$403K +$8.39K +31 +2%
B
1772
Bensler
Washington
$403K +$113K +418 +37%
CCA
1773
Cora Capital Advisors
New Jersey
$402K – – –
CPWL
1774
Coquina Private Wealth LLC
Florida
$401K -$6.5K -24 -2%
PG
1775
Proffitt & Goodson
Tennessee
$401K -$812 -3 -0.2%
69 70
71
72 73