We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Concert Wealth Management
California
$248K +$246K +1,832 New
PFO
552
Pathstone Family Office
New Jersey
$246K +$244K +1,818 New
FANJ
553
Financial Architects (New Jersey)
New Jersey
$243K +$117K +871 +94%
MJRIC
554
Mogy Joel R Investment Counsel
California
$242K – – –
MBT
555
Montecito Bank & Trust
California
$241K – – –
CHP
556
Cable Hill Partners
Oregon
$240K -$49.3K -368 -17%
FCB
557
First Command Bank
Texas
$240K +$5.76K +43 +2%
FCFS
558
First Command Financial Services
Texas
$240K +$5.76K +43 +2%
IF
559
IRON Financial
Illinois
$240K +$238K +1,774 New
MFBTD
560
MB Financial Bank - Trust Department
Illinois
$238K -$44.2K -330 -16%
AW
561
ACG Wealth
Georgia
$238K -$804 -6 -0.3%
HA
562
Harfst & Associates
Wyoming
$238K – – –
NCM
563
Narwhal Capital Management
Georgia
$238K – – –
WSFS
564
Wilmington Savings Fund Society
Delaware
$238K +$234K +1,749 New
SYBT
565
Stock Yards Bank & Trust
Kentucky
$236K -$2.55K -19 -1%
YWP
566
YorkBridge Wealth Partners
New York
$236K – – –
AF
567
Aldebaran Financial
$233K +$134 +1 +0.1%
CIC
568
Carnegie Investment Counsel
Ohio
$232K +$2.68K +20 +1%
AP
569
Atwood & Palmer
Missouri
$230K +$228K +1,700 New
ACA
570
Ackerman Capital Advisors
Texas
$229K +$226K +1,689 New
CG
571
Cutler Group
California
$225K -$420K -3,133 -65%
BMO
572
Beck Mack & Oliver
New York
$225K – – –
GC
573
Grimes & Company
Massachusetts
$224K -$8.04K -60 -3%
FAT
574
First American Trust
California
$224K +$14.2K +106 +7%
PFS
575
Prospera Financial Services
Texas
$223K +$223K +1,663 New
21 22
23
24 25