We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCS
51
Retirement Capital Strategies
California
$10.9M +$10.6M +99,427 New
B
52
Baird
Wisconsin
$10.4M +$702K +6,594 +7%
BP
53
Ballentine Partners
Massachusetts
$10M -$507K -4,761 -5%
NAMP
54
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.89M -$1.06M -9,968 -10%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$9.21M +$425K +3,996 +5%
V
56
Veritable
Delaware
$9.09M -$1.02M -9,582 -10%
AA
57
Advisory Alpha
Michigan
$9.07M +$8.78M +82,518 New
HFS
58
HL Financial Services
Kentucky
$8.71M -$35.2K -331 -0.4%
Ameriprise
59
Ameriprise
Minnesota
$8.28M +$2.08M +19,554 +35%
CCG
60
Chatham Capital Group
Georgia
$7.87M -$165K -1,550 -2%
CCM
61
Carlson Capital Management
Minnesota
$7.65M -$313K -2,945 -4%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$7.54M +$911K +8,559 +14%
RJA
63
Raymond James & Associates
Florida
$7.52M +$1.87M +17,527 +34%
RW
64
Rand Wealth
Maryland
$7.5M +$2.66M +24,973 +58%
BPB
65
Badgley, Phelps & Bell
Washington
$7.5M +$204K +1,916 +3%
CS
66
Credit Suisse
Switzerland
$7.14M +$2.31M +21,694 +50%
CCM
67
Condor Capital Management
New Jersey
$6.99M -$395K -3,715 -6%
LIM
68
Leavell Investment Management
Alabama
$6.96M -$86.1K -809 -1%
BPBT
69
Boston Private Bank & Trust
Massachusetts
$6.86M -$38.3K -360 -0.6%
CFB
70
Cullen/Frost Bankers
Texas
$6.81M +$717K +6,735 +12%
Comerica Bank
71
Comerica Bank
Texas
$6.75M -$1.6M -15,062 -20%
LPT
72
Legacy Private Trust
Wisconsin
$6.54M -$23.3K -219 -0.4%
BIT
73
BlackRock Institutional Trust
California
$6.53M +$6.32M +59,400 New
PAG
74
Private Advisor Group
New Jersey
$6.17M +$5.97M +56,141 New
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$6.17M +$324K +3,041 +6%