We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
Kovack Advisors
Florida
$455K +$58.8K +279 +15%
CIA
1002
Cohen Investment Advisors
New Hampshire
$451K +$53.3K +253 +14%
SWA
1003
Stratos Wealth Advisors
Ohio
$451K +$444K +2,108 New
HH
1004
Hilltop Holdings
Texas
$450K -$990K -4,697 -69%
RB
1005
Renasant Bank
Mississippi
$450K – – –
AP
1006
Appleton Partners
Massachusetts
$449K – – –
PAM
1007
Peak Asset Management
Colorado
$449K +$442K +2,096 New
3LCM
1008
3D/L Capital Management
Connecticut
$449K +$442K +2,097 New
ICP
1009
Interchange Capital Partners
Pennsylvania
$446K -$21.1K -100 -5%
CFC
1010
Coyle Financial Counsel
Illinois
$446K -$18.3K -87 -4%
FANJ
1011
Financial Architects (New Jersey)
New Jersey
$445K +$23.4K +111 +6%
WWM
1012
Windsor Wealth Management
Indiana
$445K +$36.4K +173 +9%
SL
1013
Systelligence LLC
Minnesota
$444K -$1.58M -7,501 -78%
EWM
1014
Evermay Wealth Management
Virginia
$443K – – –
GIA
1015
Gladstone Institutional Advisory
Florida
$442K +$70.8K +336 +19%
DLCIG
1016
D.L. Carlson Investment Group
New Hampshire
$441K – – –
BFA
1017
Beaumont Financial Advisors
Massachusetts
$441K +$87.4K +415 +25%
GD
1018
Grandfield & Dodd
New York
$440K +$23.2K +110 +6%
AWM
1019
AllSquare Wealth Management
New York
$439K -$6.32K -30 -1%
BFM
1020
Boston Financial Management
Massachusetts
$438K -$14.7K -70 -3%
CCM
1021
Coe Capital Management
Illinois
$436K +$13.7K +65 +3%
LOPW
1022
Live Oak Private Wealth
North Carolina
$432K -$2.74K -13 -0.6%
WDG
1023
Wealth Dimensions Group
Ohio
$432K +$106K +501 +33%
C
1024
Certuity
Florida
$431K +$424K +2,012 New
PCMK
1025
Paragon Capital Management (Kansas)
Kansas
$429K +$405K +1,924 New
39 40
41
42 43