We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2051
Raffa Wealth Management
District of Columbia
$277K +$287 +1 +0.1%
CCWM
2052
Correct Capital Wealth Management
Missouri
$277K – – –
WWP
2053
Wise Wealth Partners
Arizona
$276K +$27.8K +97 +12%
RCS
2054
Retirement Capital Strategies
California
$275K – – –
SC
2055
Stephenson & Company
California
$275K +$13.8K +48 +6%
WAAG
2056
Wealth Alliance Advisory Group
Kansas
$274K +$259K +903 New
JIG
2057
Junk Investment Group
Maryland
$274K +$259K +903 New
EA
2058
Evergreen Advisors
Tennessee
$273K +$860 +3 +0.3%
SGCA
2059
Steel Grove Capital Advisors
Tennessee
$273K – – –
LC
2060
Lawood & Co
Pennsylvania
$273K -$122K -427 -32%
FFG
2061
Fortune Financial Group
Florida
$273K -$239K -835 -48%
PCM
2062
Park Capital Management
Wisconsin
$273K – – –
SSWM
2063
Smith Salley Wealth Management
North Carolina
$272K +$257K +898 New
RWM
2064
Refined Wealth Management
Utah
$272K +$287 +1 +0.1%
CSA
2065
Cottage Street Advisors
Massachusetts
$272K +$573 +2 +0.2%
GEA
2066
Glen Eagle Advisors
New Jersey
$272K +$14.3K +50 +6%
PMG
2067
Private Management Group
California
$271K -$8.6K -30 -3%
AWM
2068
AAF Wealth Management
Massachusetts
$271K -$5.16K -18 -2%
WCM
2069
Wealthcare Capital Management
Virginia
$271K – – –
LWA
2070
LifeGoal Wealth Advisors
New York
$271K – – –
AFA
2071
Amicus Financial Advisors
Texas
$270K +$16.3K +57 +7%
BWL
2072
Beacon Wealthcare LLC
North Carolina
$269K – – –
SL
2073
Sentry LLC
Tennessee
$269K +$254K +886 New
MWM
2074
Melfa Wealth Management
Massachusetts
$267K – – –
AA
2075
Argent Advisors
Louisiana
$267K +$14.9K +52 +6%
81 82
83
84 85