We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
601
Chas P. Smith & Associates (CPS)
Florida
$589K -$6.24K -42 -1%
FBFS
602
First Business Financial Services
Wisconsin
$588K – – –
MCM
603
MAI Capital Management
Ohio
$585K -$8.03K -54 -1%
BBHC
604
Brown Brothers Harriman & Co
New York
$580K +$2.97K +20 +0.5%
NEGWA
605
New England Guild Wealth Advisors
Connecticut
$580K +$138K +928 +32%
CAG
606
Crestwood Advisors Group
Massachusetts
$579K – – –
SXL
607
Summit X LLC
Missouri
$577K -$19.6K -132 -3%
WA
608
WESPAC Advisors
California
$577K +$55.8K +375 +11%
AF
609
Affiance Financial
Minnesota
$576K -$19.6K -132 -3%
DWM
610
Doyle Wealth Management
Florida
$576K +$97.2K +654 +21%
CBFP
611
Cedar Brook Financial Partners
Ohio
$576K +$99.2K +667 +22%
TSS
612
Two Sigma Securities
New York
$575K +$560K +3,764 New
B
613
Bailard
California
$573K – – –
OMC
614
Old Mission Capital
Illinois
$572K +$557K +3,744 New
FA
615
Forefront Analytics
Pennsylvania
$567K -$231K -1,552 -30%
TW
616
TrinityPoint Wealth
Connecticut
$563K -$38.7K -260 -7%
OWA
617
Outlook Wealth Advisors
Texas
$558K +$543K +3,651 New
UBV
618
United Bank (Virginia)
Virginia
$555K -$7.29K -49 -1%
SCM
619
Sterling Capital Management
North Carolina
$555K – – –
CS
620
Credit Suisse
Switzerland
$549K +$114K +766 +27%
SWP
621
Strategic Wealth Partners
Ohio
$548K -$32.4K -218 -6%
OSNBOA
622
Old Second National Bank of Aurora
Illinois
$548K +$85.2K +573 +19%
AA
623
Advisory Alpha
Michigan
$542K +$522K +3,513 New
BFO
624
Boston Family Office
Massachusetts
$541K +$7.43K +50 +1%
BC
625
Brinker Capital
Pennsylvania
$540K -$4.46K -30 -0.8%
23 24
25
26 27