We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1926
Accretive Wealth Partners
New Jersey
$371K – – –
WP
1927
Walleye Partners
Wisconsin
$370K – – –
TVAMP
1928
Tennessee Valley Asset Management Partners
Tennessee
$370K +$349K +1,219 New
CHJWM
1929
Carlton Hofferkamp & Jenks Wealth Management
Texas
$368K +$8.88K +31 +3%
STA
1930
Smith Thornton Advisors
Alabama
$366K – – –
MA
1931
MBA Advisors
Pennsylvania
$366K – – –
LWCFA
1932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$365K -$5.45K -19 -2%
FWMP
1933
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$365K -$41.8K -146 -11%
PFA
1934
Portland Financial Advisors
New York
$362K – – –
GIA
1935
GHP Investment Advisors
Colorado
$361K +$31K +108 +10%
ICP
1936
Impact Capital Partners
Colorado
$360K -$23.5K -82 -6%
CHAM
1937
Clear Harbor Asset Management
Connecticut
$359K – – –
LJAC
1938
L.J. Altfest & Co
New York
$357K +$13.5K +47 +4%
CWMK
1939
Caliber Wealth Management (Kansas)
Kansas
$356K +$1.15K +4 +0.3%
FF
1940
Foundry Financial
California
$356K +$6.88K +24 +2%
MMG
1941
Monetary Management Group
Missouri
$356K +$193K +675 +135%
PWM
1942
Partners Wealth Management
California
$355K +$56.5K +197 +20%
SWM
1943
Shakespeare Wealth Management
Wisconsin
$354K – – –
EFP
1944
EnRich Financial Partners
Wisconsin
$354K +$573 +2 +0.2%
AFA
1945
Alpha Financial Advisors
North Carolina
$354K – – –
WAM
1946
WNY Asset Management
New York
$354K -$5.73K -20 -2%
TFP
1947
Traction Financial Partners
Wyoming
$354K – – –
GS
1948
GWN Securities
Florida
$354K +$53K +185 +19%
SVWG
1949
Shared Vision Wealth Group
United States
$353K +$6.88K +24 +2%
WAG
1950
Winthrop Advisory Group
Massachusetts
$353K +$333K +1,163 New
76 77
78
79 80