We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1151
Focused Wealth Management
New York
$478K -$652K -3,360 -57%
JEST
1152
JTC Employer Solutions Trustee
Jersey
$478K – – –
PI
1153
PFG Investments
New York
$476K +$488K +2,514 New
HCA
1154
Heck Capital Advisors
Wisconsin
$471K +$1.94K +10 +0.4%
BBHC
1155
Brown Brothers Harriman & Co
New York
$469K -$206K -1,064 -30%
CIAS
1156
Capital Investment Advisory Services
North Carolina
$468K -$41.3K -213 -8%
SPWM
1157
Schrum Private Wealth Management
Florida
$466K -$61.7K -318 -11%
FWP
1158
FAS Wealth Partners
Kansas
$466K -$33.2K -171 -7%
SWM
1159
SFG Wealth Management
Maryland
$466K – – –
HSA
1160
HBK Sorce Advisory
Pennsylvania
$465K -$457K -2,358 -49%
ACM
1161
Armbruster Capital Management
New York
$465K -$98.1K -506 -17%
FWIA
1162
Fort Washington Investment Advisors
Ohio
$464K +$29.3K +151 +7%
MBT
1163
Montecito Bank & Trust
California
$464K – – –
TSS
1164
Two Sigma Securities
New York
$464K +$474K +2,446 New
HAIM
1165
Hunter Associates Investment Management
Pennsylvania
$462K +$197K +1,017 +71%
COCM
1166
Charter Oak Capital Management
New Hampshire
$462K -$33.9K -175 -7%
SFO
1167
Stokes Family Office
Louisiana
$462K +$105K +542 +29%
TDC
1168
Thompson Davis & Co
Virginia
$460K +$24K +124 +5%
KFSC
1169
Keystone Financial Services (Colorado)
Colorado
$459K – – –
WCWM
1170
Willow Creek Wealth Management
California
$457K – – –
GHA
1171
Granite Harbor Advisors
Texas
$455K -$10.1K -52 -2%
VNA
1172
Valley National Advisers
Pennsylvania
$454K -$64.4K -332 -12%
FRA
1173
Front Row Advisors
California
$454K -$3.49K -18 -0.7%
FF
1174
Francis Financial
$452K -$119K -615 -21%
BWM
1175
Boyd Wealth Management
California
$452K – – –
45 46
47
48 49