We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
926
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K -$45.7K -304 -24%
RE
927
RBC Europe
United Kingdom
$107K – – –
KPCM
928
Kings Point Capital Management
New York
$107K – – –
SFSIG
929
San Francisco Sentry Investment Group
California
$100K -$150K -998 -53%
LFG
930
LifePlan Financial Group
Ohio
$100K +$110K +732 +530%
CBT
931
Capital Bank & Trust
California
$95K +$38.6K +257 +45%
CT
932
Caldwell Trust
Florida
$91.7K -$48.7K -324 -29%
BA
933
Ballast Advisors
Minnesota
$88K – – –
BFC
934
Bedel Financial Consulting
Indiana
$86K +$3.16K +21 +3%
PFBT
935
Parkside Financial Bank & Trust
Missouri
$84K +$5.86K +39 +6%
SMFS
936
Squar Milner Financial Services
California
$81K – – –
ADL
937
Asset Dedication LLC
California
$81K +$15.8K +105 +18%
HIM
938
HawsGoodwin Investment Management
Tennessee
$80K – – –
WCM
939
Wealthcare Capital Management
Virginia
$79K – – –
MWM
940
MBE Wealth Management
Wisconsin
$77K +$101K +675 New
GWS
941
Glassman Wealth Services
Virginia
$75K – – –
GTAM
942
Global Trust Asset Management
Florida
$75K – – –
SWM
943
Sugarloaf Wealth Management
Georgia
$75K +$451 +3 +0.5%
LDFR
944
Lehman & Derafelo Financial Resources
Pennsylvania
$71K +$76.6K +510 +505%
PFO
945
Pathstone Family Office
New Jersey
$71K +$92.1K +613 New
FCMT
946
Founders Capital Management (Texas)
Texas
$70K -$17.3K -115 -16%
CYG
947
Clean Yield Group
Vermont
$68K – – –
HPC
948
HM Payson & Co
Maine
$66K -$4.06K -27 -5%
AP
949
Atwood & Palmer
Missouri
$65K – – –
FFC
950
First Financial Corp
Indiana
$65K – – –
36 37
38
39 40