We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
326
Rossmore Private Capital
Connecticut
$10.4M -$155K -647 -1%
SHWM
327
Smith & Howard Wealth Management
Georgia
$10.4M +$1.87M +7,821 +20%
SFA
328
Spectrum Financial Alliance
Kentucky
$10.3M +$117K +488 +1%
HNB
329
Huntington National Bank
Ohio
$10.3M – – –
BCWM
330
Bartlett & Co Wealth Management
Ohio
$10.3M -$121K -507 -1%
KCM
331
Kathmere Capital Management
Pennsylvania
$10.3M +$291K +1,219 +3%
BEI
332
Benjamin Edwards Inc
Missouri
$10.2M -$63.8K -267 -0.6%
PPWP
333
Proquility Private Wealth Partners
Nevada
$10.2M -$108K -452 -1%
CG
334
Caprock Group
Idaho
$10.2M +$185K +774 +2%
WIA
335
World Investment Advisors
California
$10.2M +$2.24M +9,363 +26%
VBWMG
336
Von Berge Wealth Management Group
California
$10.2M +$60.4K +253 +0.5%
PP
337
PDS Planning
Ohio
$10.1M -$23.2K -97 -0.2%
VF
338
Vawter Financial
Ohio
$10.1M +$610K +2,555 +6%
OWM
339
Orgel Wealth Management
Wisconsin
$10.1M +$272K +1,138 +3%
USCWA
340
U.S. Capital Wealth Advisors
Texas
$10.1M -$146K -612 -1%
SMA
341
Sage Mountain Advisors
Georgia
$10.1M -$119K -500 -1%
CG
342
Cynosure Group
Utah
$10.1M +$2.73M +11,432 +34%
FHA
343
Flagship Harbor Advisors
Massachusetts
$10M -$311K -1,304 -3%
APIM
344
Agate Pass Investment Management
Washington
$9.9M -$1.01M -4,240 -9%
ATPW
345
Ashton Thomas Private Wealth
Arizona
$9.82M +$314K +1,315 +3%
JFG
346
JDM Financial Group
Texas
$9.8M +$336K +1,408 +3%
CP
347
Capital Planning
Washington
$9.75M -$229K -958 -2%
BMC
348
Bear Mountain Capital
Washington
$9.75M +$670K +2,806 +7%
IIA
349
Integral Investment Advisors
California
$9.69M +$658K +2,757 +7%
SHGA
350
Sand Hill Global Advisors
California
$9.67M +$1.45M +6,074 +16%
12 13
14
15 16