We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1051
Montecito Bank & Trust
California
$295K +$1.41K +8 +0.5%
WDG
1052
Wealth Dimensions Group
Ohio
$295K +$267K +1,516 New
NCG
1053
Newport Capital Group
New Jersey
$293K +$266K +1,508 New
SXL
1054
Summit X LLC
Missouri
$292K +$264K +1,496 New
BMO
1055
Beck Mack & Oliver
New York
$288K – – –
EW
1056
Evoke Wealth
California
$287K – – –
COCM
1057
Charter Oak Capital Management
New Hampshire
$286K +$259K +1,469 New
FA
1058
FC Advisory
Pennsylvania
$285K +$12.7K +72 +5%
PL
1059
Parthenon LLC
Kentucky
$285K +$258K +1,465 New
VAS
1060
Vestmark Advisory Solutions
Massachusetts
$283K -$176 -1 -0.1%
RF
1061
RHS Financial
California
$283K – – –
RRA
1062
Round Rock Advisors
Connecticut
$283K +$257K +1,457 New
MIM
1063
Marco Investment Management
Georgia
$282K +$255K +1,448 New
ICG
1064
InterOcean Capital Group
Tennessee
$282K +$256K +1,451 New
ACM
1065
Advisors Capital Management
New Jersey
$278K -$171K -969 -40%
PAM
1066
Private Asset Management
California
$278K -$1.59K -9 -0.6%
TCM
1067
Tradewinds Capital Management
Washington
$278K +$181K +1,025 +256%
AA
1068
Argent Advisors
Louisiana
$277K – – –
RCS
1069
Retirement Capital Strategies
California
$276K – – –
FNBOMD
1070
First National Bank of Mount Dora
Florida
$273K – – –
MC
1071
Moors & Cabot
Massachusetts
$273K +$249K +1,409 New
WA
1072
WealthTrust Axiom
Pennsylvania
$269K – – –
JWM
1073
Jeppson Wealth Management
California
$267K – – –
CT
1074
Columbia Trust
Oregon
$267K +$243K +1,375 New
LWCFA
1075
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K -$20.3K -115 -8%