We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
651
Coe Capital Management
Illinois
$478K -$37.1K -240 -7%
AWM
652
Avior Wealth Management
Nebraska
$473K – – –
LCM
653
Logan Capital Management
Pennsylvania
$470K – – –
ATIA
654
American Trust Investment Advisors
New Hampshire
$463K +$1.85K +12 +0.4%
RWMH
655
Riverpoint Wealth Management Holdings
Illinois
$461K – – –
WEC
656
Winslow Evans & Crocker
Massachusetts
$460K -$37.1K -240 -8%
CIC
657
Carnegie Investment Counsel
Ohio
$459K +$8.5K +55 +2%
GAM
658
Griffin Asset Management
New York
$456K -$3.86K -25 -0.9%
TC
659
TownSquare Capital
Utah
$450K +$76.5K +495 +21%
AWM
660
Aevitas Wealth Management
Massachusetts
$448K +$141K +914 +47%
1SB
661
1ST Source Bank
Indiana
$444K – – –
SBH
662
Segall Bryant & Hamill
Illinois
$444K – – –
ECM
663
EagleClaw Capital Management
Massachusetts
$441K – – –
FPGK
664
Financial Partners Group (Kansas)
Kansas
$439K -$31.8K -206 -7%
CFD
665
Creative Financial Designs
Indiana
$435K -$241K -1,558 -36%
LC
666
Lindbrook Capital
California
$435K – – –
AFNAS
667
American Financial Network Advisory Services
California
$434K -$12.4K -80 -3%
SBIA
668
Sheaff Brock Investment Advisors
Indiana
$430K +$155 +1 +0%
SWM
669
SeaCrest Wealth Management
New York
$424K -$29.4K -190 -7%
TNB
670
Thomasville National Bank
Georgia
$424K -$2.47K -16 -0.6%
RVPG
671
Relative Value Partners Group
$416K +$1.24K +8 +0.3%
KWM
672
Kingsview Wealth Management
Oregon
$415K -$311K -2,012 -43%
SHWM
673
Smith & Howard Wealth Management
Georgia
$415K +$409K +2,649 New
TP
674
Tranquility Partners
Tennessee
$414K +$408K +2,641 New
MA
675
Montag & Associates
Georgia
$411K +$20.9K +135 +5%
25 26
27
28 29