We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
876
Bremer Bank National Association
Minnesota
$85K +$80.3K +540 New
CB
877
CNB Bank
Pennsylvania
$81K – – –
GWA
878
Guidant Wealth Advisors
Illinois
$78K – – –
SQA
879
Simon Quick Advisors
New Jersey
$76K -$969K -6,520 -93%
BWL
880
Bogart Wealth LLC
Virginia
$75K – – –
KPCM
881
Kings Point Capital Management
New York
$75K – – –
OFW
882
Omnia Family Wealth
Florida
$74K – – –
NSB
883
Norway Savings Bank
Maine
$73K – – –
JFGIW
884
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$71.1K -478 -51%
JCM
885
Jacobi Capital Management
Pennsylvania
$69K +$34.9K +235 +109%
ADL
886
Asset Dedication LLC
California
$68K -$10.4K -70 -14%
SFA
887
Stewardship Financial Advisors
Georgia
$65K +$63.6K +428 New
WOC
888
West Oak Capital
California
$64K – – –
PW
889
Price Wealth
Texas
$63K – – –
JWM
890
Janiczek Wealth Management
Colorado
$62K – – –
TFGT
891
TS Financial Group (TSFG)
Illinois
$62K +$59.9K +403 New
TCM
892
Tradewinds Capital Management
Washington
$61K +$17.8K +120 +43%
CBT
893
Central Bank & Trust
Kentucky
$61K +$40K +269 +205%
PCM
894
Princeton Capital Management
New Jersey
$59K – – –
BCI
895
Brinker Capital Investments
Pennsylvania
$57K +$9.07K +61 +20%
SIM
896
Sonora Investment Management
Arizona
$56K +$32.4K +218 +145%
PCFFS
897
Pacific Center for Financial Services
California
$55K – – –
WF
898
WealthTrust Fairport
Ohio
$54K – – –
CDIA
899
Capital Directions Investment Advisors
Georgia
$53K – – –
PC
900
Permanens Capital
New York
$52K +$50.7K +341 New
34 35
36
37 38