We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
476
Guyasuta Investment Advisors
Pennsylvania
$567K +$193K +1,336 +53%
EFS
477
Essex Financial Services
Connecticut
$560K +$548K +3,786 New
UB
478
UMB Bank
Missouri
$555K – – –
SWPG
479
Strategic Wealth Partners Group
Illinois
$550K -$118K -815 -18%
JFGLC
480
Johnson Financial Group LLC (Colorado)
Colorado
$549K +$102K +708 +24%
IWM
481
IHT Wealth Management
Illinois
$549K +$163K +1,128 +45%
AWM
482
AllSquare Wealth Management
New York
$546K +$39.6K +274 +8%
OIA
483
Optimum Investment Advisors
Illinois
$546K +$85.2K +589 +19%
AII
484
AGF Investments Inc
Ontario, Canada
$544K +$365K +2,524 +218%
FWIA
485
Fort Washington Investment Advisors
Ohio
$543K – – –
MFWM
486
Motley Fool Wealth Management
Virginia
$543K +$19.2K +133 +4%
SNBOSD
487
Security National Bank of So Dak
Iowa
$540K – – –
WS
488
Wedbush Securities
California
$538K +$20.8K +144 +4%
LWAC
489
Laurel Wealth Advisors (California)
California
$535K -$83K -574 -14%
PAM
490
Peak Asset Management
Colorado
$531K -$9.98K -69 -2%
BPCE
491
Bank Pictet & Cie (Europe)
Germany
$528K – – –
ATFA
492
All Terrain Financial Advisors
Minnesota
$528K +$517K +3,572 New
BFO
493
Boston Family Office
Massachusetts
$527K – – –
GLA
494
Great Lakes Advisors
Illinois
$521K – – –
OIA
495
OneDigital Investment Advisors
Kansas
$517K +$502K +3,472 +13,354%
NG
496
Northstar Group
New York
$515K +$130K +897 +35%
I
497
IberiaBank
Louisiana
$513K -$1.12M -7,766 -69%
SFG
498
SNS Financial Group
Minnesota
$513K -$14.3K -99 -3%
BWM
499
Brickley Wealth Management
California
$512K +$501K +3,465 New
SFPM
500
Sensible Financial Planning & Management
Massachusetts
$506K +$190K +1,317 +62%
18 19
20
21 22