We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
701
Integrated Investment Consultants
Michigan
$168K +$171K +1,143 New
S
702
SignatureFD
Georgia
$166K +$168K +1,128 New
SHJ
703
Sharkey, Howes & Javer
Colorado
$155K +$16.7K +112 +12%
SQA
704
Simon Quick Advisors
New Jersey
$146K +$74.8K +501 +102%
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$143K – – –
IFAM
706
Institutional & Family Asset Management
Colorado
$142K +$145K +968 New
TIM
707
Tortoise Investment Management
New York
$140K +$31.4K +210 +28%
WP
708
WealthShield Partners
North Carolina
$137K -$15.7K -105 -10%
RE
709
RBC Europe
United Kingdom
$136K – – –
WCM
710
Wealthcare Capital Management
Virginia
$135K – – –
CBT
711
Capital Bank & Trust
California
$132K – – –
WF
712
WealthTrust Fairport
Ohio
$130K +$132K +883 New
SFM
713
Signet Financial Management
New Jersey
$127K +$129K +866 New
LNB
714
Ledyard National Bank
$126K -$224K -1,500 -64%
RWP
715
RWA Wealth Partners
Massachusetts
$125K +$127K +851 New
CG
716
Cutler Group
California
$124K -$888K -5,950 -88%
YWP
717
YorkBridge Wealth Partners
New York
$123K – – –
CCM
718
Cribstone Capital Management
Maine
$123K +$57.5K +385 +86%
CAL
719
Capital Analysts LLC
Pennsylvania
$120K +$19.1K +128 +19%
GWS
720
Glassman Wealth Services
Virginia
$118K – – –
ECM
721
Exchange Capital Management
Michigan
$118K +$119K +800 New
FCMT
722
Founders Capital Management (Texas)
Texas
$101K +$4.48K +30 +5%
TCOV
723
Trust Company of Vermont
Vermont
$99K +$1.94K +13 +2%
AOWM
724
Alpha Omega Wealth Management
Virginia
$97K – – –
KPCM
725
Kings Point Capital Management
New York
$95K – – –
27 28
29
30 31