We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1076
Schrum Private Wealth Management
Florida
$476K +$2.45K +13 +0.5%
KL
1077
KWMG LLC
Kansas
$475K +$55.7K +295 +12%
BHIA
1078
Birch Hill Investment Advisors
Massachusetts
$472K – – –
MPW
1079
MGO Private Wealth
California
$471K +$520K +2,753 New
E
1080
ETFidea
New York
$469K -$9.44K -50 -2%
RMCM
1081
Reynders McVeigh Capital Management
Massachusetts
$468K +$48.7K +258 +10%
WTFG
1082
Wells Trecaso Financial Group
Ohio
$468K +$80.8K +428 +19%
VCM
1083
Vision Capital Management
Oregon
$464K – – –
SVWAG
1084
Sound View Wealth Advisors Group
Georgia
$464K +$1.13K +6 +0.2%
KA
1085
Kovack Advisors
Florida
$460K -$46.6K -247 -8%
BMCM
1086
Bryn Mawr Capital Management
Pennsylvania
$458K – – –
GWM
1087
Geneos Wealth Management
Colorado
$455K -$177K -937 -26%
FPCG
1088
Forum Private Client Group
Indiana
$455K – – –
SWM
1089
Selective Wealth Management
Virginia
$453K -$44K -233 -8%
UCB
1090
United Community Bank
South Carolina
$451K +$60.4K +320 +14%
SWM
1091
SFG Wealth Management
Maryland
$450K -$37.8K -200 -7%
KCM
1092
Kendall Capital Management
Maryland
$449K -$5.1K -27 -1%
ERWM
1093
Elk River Wealth Management
Colorado
$449K – – –
KFSC
1094
Keystone Financial Services (Colorado)
Colorado
$446K – – –
CCA
1095
Conservest Capital Advisors
Pennsylvania
$444K -$497K -2,634 Closed
BCI
1096
Brinker Capital Investments
Pennsylvania
$444K -$5.85K -31 -1%
CIA
1097
Cohen Investment Advisors
New Hampshire
$442K +$22.8K +121 +5%
GD
1098
Grandfield & Dodd
New York
$440K – – –
TC
1099
Trilogy Capital
California
$440K +$42.1K +223 +9%
RWMH
1100
Riverpoint Wealth Management Holdings
Illinois
$439K – – –
42 43
44
45 46