We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
951
Brinker Capital Investments
Pennsylvania
$580K -$24.2K -109 -4%
BCA
952
Biltmore Capital Advisors
New Jersey
$579K +$59.6K +269 +12%
TCOV
953
Trust Company of Vermont
Vermont
$577K -$185K -833 -25%
PCM
954
Pennsylvania Capital Management
Pennsylvania
$577K +$2.22K +10 +0.4%
DWMG
955
DB Wealth Management Group
California
$572K +$134K +604 +31%
CCA
956
Conservest Capital Advisors
Pennsylvania
$571K -$3.99K -18 -0.7%
CPO
957
Cerity Partners OCIO
New York
$571K +$665 +3 +0.1%
WPC
958
Waters Parkerson & Co
Louisiana
$571K +$16.6K +75 +3%
JEST
959
JTC Employer Solutions Trustee
Jersey
$569K +$560K +2,525 New
WCWM
960
Willow Creek Wealth Management
California
$568K -$41.4K -187 -7%
RG
961
Rathbones Group
United Kingdom
$563K – – –
BWM
962
Birchcreek Wealth Management
Ohio
$562K -$94.8K -428 -15%
IA
963
Insight Advisors
Pennsylvania
$562K -$13.3K -60 -2%
PWP
964
Personal Wealth Partners
Minnesota
$559K – – –
SAM
965
SignalPoint Asset Management
Missouri
$559K +$226K +1,019 +70%
RWM
966
Ritholtz Wealth Management
New York
$552K – – –
CT
967
Cambridge Trust
Massachusetts
$551K +$32.6K +147 +6%
WWM
968
Windsor Wealth Management
Indiana
$550K +$80.2K +362 +17%
PL
969
Plancorp LLC
Missouri
$549K -$30.4K -137 -5%
BB
970
Bell Bank
North Dakota
$545K – – –
TW
971
TrinityPoint Wealth
Connecticut
$543K -$36.1K -163 -6%
SVWAG
972
Sound View Wealth Advisors Group
Georgia
$540K +$26.8K +121 +5%
BPC
973
Banque Pictet & Cie
Switzerland
$538K – – –
PNAA
974
Pictet North America Advisors
Switzerland
$538K – – –
OSNBOA
975
Old Second National Bank of Aurora
Illinois
$538K +$1.11K +5 +0.2%
37 38
39
40 41