We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
326
Canandaigua National Bank & Trust
New York
$12.1M -$269K -1,049 -2%
MAV
327
Mason & Associates (Virginia)
Virginia
$12.1M -$653K -2,548 -5%
SHWM
328
Smith & Howard Wealth Management
Georgia
$12M -$1.29M -5,036 -10%
CP
329
Capital Planning
Washington
$11.8M +$108K +422 +0.9%
DWM
330
Diversify Wealth Management
Utah
$11.8M -$119K -465 -1%
AF
331
Arrow Financial
New York
$11.7M -$542K -2,114 -4%
DC
332
Dorval Corp
Minnesota
$11.7M +$504K +1,967 +5%
PCA
333
Prosperity Capital Advisors
Ohio
$11.7M -$957K -3,737 -8%
SFA
334
Spectrum Financial Alliance
Kentucky
$11.7M -$101K -395 -0.9%
JJBC
335
James J. Burns & Company
New York
$11.6M +$563K +2,196 +5%
CG
336
Caprock Group
Idaho
$11.5M +$94K +367 +0.8%
FFA
337
Farther Finance Advisors
California
$11.4M +$3.54M +13,825 +45%
LFP
338
Leeward Financial Partners
Washington
$11.4M +$173K +675 +2%
HAC
339
Harbor Advisory Corp
New Hampshire
$11.4M +$357K +1,394 +3%
CG
340
Cynosure Group
Utah
$11.3M -$1.1M -4,277 -9%
FOFP
341
Fee-Only Financial Planning
South Carolina
$11.2M -$63.3K -247 -0.6%
ACS
342
Archford Capital Strategies
Illinois
$11.2M +$1.98M +7,715 +22%
USCWA
343
U.S. Capital Wealth Advisors
Texas
$11.2M -$727K -2,839 -6%
WAP
344
Wealth Analytics Partners
California
$11.2M +$11.1M +43,390 New
JFG
345
JDM Financial Group
Texas
$11.2M +$11.4M +44,476 +97%
FWM
346
Fonville Wealth Management
Virginia
$11.1M +$131K +510 +1%
CA
347
CSM Advisors
Pennsylvania
$11.1M +$1.33M +5,198 +14%
APIM
348
Agate Pass Investment Management
Washington
$11.1M +$234K +915 +2%
NAMP
349
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11M +$117K +457 +1%
AWM
350
Apollon Wealth Management
South Carolina
$11M -$182K -711 -2%
12 13
14
15 16