We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$227K – – –
SPIA
402
Strategic Point Investment Advisors
Rhode Island
$227K – – –
AWA
403
Arete Wealth Advisors
Illinois
$225K -$9.97K -88 -4%
F
404
Filament
Washington
$225K – – –
QIM
405
Quest Investment Management
Oregon
$223K +$228K +2,015 New
KL
406
KWMG LLC
Kansas
$222K – – –
FCIM
407
Fairview Capital Investment Management
California
$221K -$61K -538 -21%
CIA
408
Capital Investment Advisors
Georgia
$219K – – –
WIP
409
Wellesley Investment Partners
Massachusetts
$219K +$224K +1,980 New
OIA
410
Optimum Investment Advisors
Illinois
$219K +$225K +1,981 New
ECM
411
EagleClaw Capital Management
Massachusetts
$218K -$22.7K -200 -9%
GC
412
Grimes & Company
Massachusetts
$218K – – –
SHA
413
Smith Hayes Advisers
Nebraska
$218K +$223K +1,968 New
CF
414
Corrigan Financial
Rhode Island
$217K +$222K +1,957 New
WA
415
Winfield Associates
Ohio
$216K – – –
GP
416
Girard Partners
Pennsylvania
$207K +$212K +1,870 New
PWM
417
Perigon Wealth Management
California
$206K – – –
CB
418
Community Bank
New York
$205K – – –
AMIM
419
Aull & Monroe Investment Management
Alabama
$204K +$209K +1,840 New
PPA
420
Parametric Portfolio Associates
Washington
$202K -$36.4K -321 -15%
OC
421
Oakworth Capital
Alabama
$202K +$184K +1,625 +793%
AIA
422
Allegis Investment Advisors
Idaho
$201K +$206K +1,813 New
RP
423
Riverbridge Partners
Minnesota
$201K +$206K +1,815 New
KTC
424
Kistler-Tiffany Companies
Pennsylvania
$188K – – –
CTC
425
Central Trust Company
Missouri
$186K – – –
15 16
17
18 19