We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
926
Segall Bryant & Hamill
Illinois
$938K +$929K +4,414 New
BAS
927
Brown Advisory Securities
Maryland
$932K +$25.3K +120 +3%
IC
928
Inverness Counsel
New York
$929K – – –
BOM
929
Bank of Marin
California
$928K – – –
SSWM
930
Smith Salley Wealth Management
North Carolina
$924K -$20K -95 -2%
TCM
931
Traynor Capital Management
Pennsylvania
$920K +$25.5K +121 +3%
EBA
932
Eagle Bay Advisors
New York
$919K +$410K +1,950 +82%
LA
933
LexAurum Advisors
Kansas
$918K +$105K +499 +13%
SF
934
Safeguard Financial
Wisconsin
$916K +$908K +4,311 New
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$913K +$267K +1,267 +42%
FCBT
936
First Citizens Bank & Trust
North Carolina
$912K +$486K +2,309 +116%
PFSC
937
Peoples Financial Services Corp
Pennsylvania
$911K +$350K +1,663 +63%
RCA
938
Rex Capital Advisors
Rhode Island
$904K – – –
PFGIA
939
Patriot Financial Group Insurance Agency
Massachusetts
$899K +$238K +1,129 +36%
WPC
940
Waters Parkerson & Co
Louisiana
$899K +$305K +1,450 +52%
ASW
941
Astoria Strategic Wealth
Texas
$898K +$167K +792 +23%
CI
942
Cordant Inc
Oregon
$897K +$883K +4,194 +15,533%
MPCG
943
Matrix Private Capital Group
New York
$894K – – –
VFIC
944
Valley Forge Investment Consultants
Pennsylvania
$893K -$49.5K -235 -5%
NSIM
945
North Star Investment Management
Illinois
$892K +$22.1K +105 +3%
MCC
946
Money Concepts Capital
Florida
$892K +$409K +1,943 +86%
XF
947
XML Financial
Maryland
$890K -$8.63K -41 -1%
CCMD
948
Cypress Capital Management (Delaware)
Delaware
$889K -$60K -285 -6%
MWA
949
MFA Wealth Advisors
Pennsylvania
$887K -$2.74K -13 -0.3%
TCOV
950
Trust Company of Vermont
Vermont
$887K +$35.8K +170 +4%
36 37
38
39 40