We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
1076
Compass Financial Group (South Dakota)
South Dakota
$1.9M -$21.8K -76 -1%
JWM
1077
Jeppson Wealth Management
California
$1.9M -$21.5K -75 -1%
BST
1078
Bath Savings Trust
Maine
$1.89M +$525K +1,831 +42%
GT
1079
Greenleaf Trust
Michigan
$1.89M -$86.3K -301 -5%
WCA
1080
Westover Capital Advisors
Delaware
$1.88M -$1.15K -4 -0.1%
WJWM
1081
Williams Jones Wealth Management
New York
$1.88M -$40.1K -140 -2%
DF
1082
Downshift Financial
Colorado
$1.88M -$13.5K -47 -0.8%
PWM
1083
Pines Wealth Management
North Carolina
$1.87M +$96.3K +336 +6%
SSWG
1084
Seven Springs Wealth Group
Tennessee
$1.87M – – –
BCP
1085
Berkeley Capital Partners
Georgia
$1.86M -$4.87K -17 -0.3%
QCG
1086
Quadrant Capital Group
Ohio
$1.86M – – –
PEWA
1087
Pacific Excel Wealth Advisors
California
$1.86M +$1.76M +6,137 New
HFO
1088
Heritage Family Offices
Arizona
$1.86M +$659K +2,298 +60%
JSA
1089
Jim Saulnier & Associates
Colorado
$1.86M +$1.16M +4,046 +194%
LC
1090
Luminist Capital
Michigan
$1.86M +$114K +399 +7%
TP
1091
Tranquility Partners
Tennessee
$1.85M +$12.9K +45 +0.7%
CF
1092
Calder Financial
Pennsylvania
$1.84M -$173K -603 -9%
RWM
1093
Rockwood Wealth Management
Pennsylvania
$1.83M +$63K +220 +4%
CMBA
1094
C.M. Bidwell & Associates
Hawaii
$1.83M +$75.7K +264 +5%
MAM
1095
Marquette Asset Management
Minnesota
$1.83M -$32.4K -113 -2%
IBOK
1096
Independence Bank of Kentucky
Kentucky
$1.82M -$8.6K -30 -0.5%
MSFS
1097
Main Street Financial Solutions
Pennsylvania
$1.82M -$3.73K -13 -0.2%
RBC
1098
Romano Brothers & Co
Illinois
$1.82M – – –
HNWAG
1099
High Net Worth Advisory Group
Florida
$1.82M -$55.3K -193 -3%
KCM
1100
Kendall Capital Management
Maryland
$1.8M +$12.3K +43 +0.7%
42 43
44
45 46