We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
351
1834 Investment Advisors
Wisconsin
$232K – – –
MIAN
352
Mariner Independent Advisor Network
Kansas
$232K +$226K +1,988 New
WS
353
Wedbush Securities
California
$229K +$223K +1,962 New
CIA
354
Capital Investment Advisors
Georgia
$224K -$4.55K -40 -2%
WA
355
Winfield Associates
Ohio
$223K +$4.1K +36 +2%
MCM
356
MAI Capital Management
Ohio
$222K +$216K +1,901 New
BB
357
Bell Bank
North Dakota
$220K – – –
PHS
358
Pekin Hardy Strauss
Illinois
$219K +$213K +1,873 New
WA
359
WESPAC Advisors
California
$219K +$213K +1,873 New
BFM
360
Boston Financial Management
Massachusetts
$219K +$214K +1,880 New
AMIM
361
Aull & Monroe Investment Management
Alabama
$215K – – –
SWM
362
SVA Wealth Management
Wisconsin
$212K +$206K +1,813 New
SCM
363
SOL Capital Management
Maryland
$210K +$205K +1,800 New
SFA
364
Sequoia Financial Advisors
Ohio
$208K +$203K +1,787 New
MPAM
365
Murphy Pohlad Asset Management
Minnesota
$208K +$204K +1,790 New
BOS
366
Bingham Osborn & Scarborough
California
$204K +$199K +1,749 New
CB
367
Community Bank
New York
$204K +$199K +1,750 New
BSB
368
Bangor Savings Bank
Maine
$203K +$198K +1,740 New
CL
369
Choreo LLC
Illinois
$201K +$196K +1,719 New
OPCM
370
Osborne Partners Capital Management
California
$201K +$196K +1,722 New
PO
371
Private Ocean
California
$200K +$228 +2 +0.1%
CA
372
Cumberland Advisors
Florida
$187K +$86.5K +760 +90%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K – – –
PFG
374
Pacific Financial Group
Washington
$176K +$172K +1,512 New
FHA
375
First Horizon Advisors
Tennessee
$173K – – –
13 14
15
16 17