We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$12.4K +120 +15%
FWM
452
Focused Wealth Management
New York
$100K -$506K -4,884 -84%
FFC
453
First Financial Corp
Indiana
$99K -$7.25K -70 -7%
TIM
454
Tortoise Investment Management
New York
$83K – – –
ZB
455
Zions Bancorporation
Utah
$69K – – –
LNB
456
Ledyard National Bank
$68K -$61.6K -595 -49%
DBT
457
Dubuque Bank & Trust
Iowa
$67K -$264K -2,551 -81%
JAM
458
Jolley Asset Management
North Carolina
$65K – – –
CK
459
Carnick & Kubik
Colorado
$64K +$59.5K +574 New
GWS
460
Glassman Wealth Services
Virginia
$59K – – –
AIM
461
Advantage Investment Management
Iowa
$55K +$50.6K +489 New
MG
462
McCutchen Group
Washington
$54K +$50.3K +486 New
MFW
463
Mosaic Family Wealth
Missouri
$51K +$1.04K +10 +2%
FAM
464
Formidable Asset Management
Ohio
$49K +$4.66K +45 +12%
WCM
465
Wealthcare Capital Management
Virginia
$49K +$12.7K +123 +39%
HCP
466
Holt Capital Partners
Texas
$44K +$41.1K +397 New
VIA
467
Vantage Investment Advisors
Pennsylvania
$42K +$10.4K +100 +36%
DOA
468
D'Orazio & Associates
Virginia
$35K +$2.28K +22 +7%
ADL
469
Asset Dedication LLC
California
$32K +$104 +1 +0.3%
TCM
470
Tradewinds Capital Management
Washington
$31K – – –
TWA
471
TCI Wealth Advisors
Arizona
$28K +$1.97K +19 +8%
MCM
472
MV Capital Management
Maryland
$27K +$25K +241 New
TF
473
Tompkins Financial
New York
$27K +$25.5K +246 New
RWM
474
Raffa Wealth Management
District of Columbia
$25.7K – – –
CFA
475
Camarda Financial Advisors
Florida
$24K +$22.6K +218 New
17 18
19
20 21