We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1876
Foster Dykema Cabot & Partners
Massachusetts
$339K – – –
OW
1877
Olistico Wealth
Oklahoma
$339K +$14.9K +55 +4%
BZWA
1878
Blue Zone Wealth Advisors
California
$339K -$30.3K -112 -8%
DWM
1879
Denver Wealth Management
Colorado
$339K +$350K +1,293 New
BWA
1880
BlueChip Wealth Advisors
Georgia
$338K +$349K +1,290 New
LSIA
1881
LaSalle St. Investment Advisors
Illinois
$337K -$8.93K -33 -2%
DWA
1882
Delap Wealth Advisory
Oregon
$337K -$82.5K -305 -19%
AV
1883
Aspiring Ventures
Ohio
$337K – – –
PAM
1884
PCG Asset Management
New Jersey
$337K +$122K +450 +54%
DWM
1885
Destination Wealth Management
California
$336K +$23.5K +87 +7%
NRC
1886
New Republic Capital
North Carolina
$335K +$1.08K +4 +0.3%
PPA
1887
Painted Porch Advisors
California
$334K +$13K +48 +4%
PMG
1888
ProVise Management Group
Florida
$334K – – –
TWP
1889
Triad Wealth Partners
Kansas
$333K -$363K -1,343 -51%
DWM
1890
Dynasty Wealth Management
Florida
$333K -$36K -133 -9%
LWCFA
1891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K -$54.1K -200 -14%
AFP
1892
ATX Financial Planning
Texas
$333K -$1.47M -5,418 -81%
ICP
1893
Impact Capital Partners
Colorado
$332K +$7.31K +27 +2%
RAM
1894
Reflection Asset Management
South Carolina
$330K +$541 +2 +0.2%
LRPA
1895
L. Roy Papp & Associates
Arizona
$329K -$8.12K -30 -2%
EA
1896
Everpar Advisors
Oklahoma
$329K +$340K +1,255 New
EWM
1897
Elmwood Wealth Management
California
$328K – – –
SPI
1898
Santori & Peters Inc
Pennsylvania
$327K -$2.44K -9 -0.7%
KW
1899
KWB Wealth
California
$327K – – –
FVWA
1900
Foster Victor Wealth Advisors
South Carolina
$324K +$19.2K +71 +6%
74 75
76
77 78