VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1151
Sunbeam Capital Management
Georgia
$1.14M +$3.22K +13 +0.3%
TC
1152
TownSquare Capital
Utah
$1.14M -$232K -936 -17%
OA
1153
Oxbow Advisors
Texas
$1.14M -$30.3K -122 -3%
FI
1154
FIDELIS iM
Oregon
$1.14M – – –
FA
1155
Fiduciary Alliance
South Carolina
$1.14M +$192K +776 +21%
WFA
1156
Wellspring Financial Advisors
Ohio
$1.13M -$460K -1,853 -29%
MAG
1157
M3 Advisory Group
Massachusetts
$1.13M +$108K +437 +11%
QPWM
1158
Quadrant Private Wealth Management
Pennsylvania
$1.13M +$108K +434 +11%
OA
1159
Operose Advisors
Wisconsin
$1.13M +$114K +461 +12%
NAMNJ
1160
NorthStar Asset Management (New Jersey)
New Jersey
$1.12M +$152K +612 +16%
PMFA
1161
Plante Moran Financial Advisors
Michigan
$1.11M -$78.4K -316 -7%
GWM
1162
GK Wealth Management
Nevada
$1.11M -$527K -2,125 -33%
CWM
1163
Consultiva Wealth Management
Puerto Rico
$1.11M -$25.8K -104 -2%
AAMC
1164
Asset Allocation & Management Company
Illinois
$1.1M – – –
CPA
1165
Cardiff Park Advisors
California
$1.1M +$31K +125 +3%
TPWA
1166
Twin Peaks Wealth Advisors
California
$1.1M -$176K -710 -14%
KA
1167
Kovack Advisors
Florida
$1.1M +$178K +719 +20%
SWM
1168
Stockman Wealth Management
Montana
$1.09M +$700K +2,821 +190%
BOM
1169
Bank of Marin
California
$1.09M – – –
RCA
1170
Ranch Capital Advisors
Florida
$1.09M -$46.4K -187 -4%
CIA
1171
Cohen Investment Advisors
New Hampshire
$1.09M +$37.7K +152 +4%
LWP
1172
Laurel Wealth Planning
Minnesota
$1.09M +$4.46K +18 +0.4%
S
1173
Sachetta
Massachusetts
$1.09M -$18.4K -74 -2%
ADL
1174
Asset Dedication LLC
California
$1.08M +$129K +522 +14%
DPI
1175
Diversified Portfolios Inc
Michigan
$1.08M +$15.1K +61 +1%
45 46
47
48 49