We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1201
DGS Capital Management
New Jersey
$715K +$673K +3,127 New
TH
1202
TCTC Holdings
Texas
$714K – – –
THL
1203
Tillman Hartley LLC
Colorado
$713K – – –
EP
1204
Eudaimonia Partners
Tennessee
$710K +$9.68K +45 +1%
SDWMA
1205
Schneider Downs Wealth Management Advisors
Pennsylvania
$708K +$52.9K +246 +9%
MPCG
1206
Matrix Private Capital Group
New York
$707K +$26.9K +125 +4%
FA
1207
FC Advisory
Pennsylvania
$702K +$42.2K +196 +7%
AF
1208
Apexium Financial
Texas
$698K +$35.7K +166 +6%
CF
1209
Centaurus Financial
California
$698K -$17.4K -81 -3%
NG
1210
Northstar Group
New York
$698K -$18.3K -85 -3%
HAS
1211
HBW Advisory Services
California
$693K – – –
OA
1212
Operose Advisors
Wisconsin
$693K +$7.74K +36 +1%
KNFPWM
1213
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$692K -$123K -571 -16%
GIA
1214
Guyasuta Investment Advisors
Pennsylvania
$690K – – –
KAM
1215
KEB Asset Management
Illinois
$689K – – –
YIA
1216
YHB Investment Advisors
Connecticut
$689K -$80.7K -375 -11%
BBHC
1217
Brown Brothers Harriman & Co
New York
$688K -$607K -2,824 -48%
WKWM
1218
Walter & Keenan Wealth Management
Indiana
$688K +$135K +629 +26%
CFG
1219
Cooper Financial Group
California
$688K +$24.3K +113 +4%
SL
1220
Stevard LLC
Illinois
$687K +$25.2K +117 +4%
PWW
1221
Pettyjohn Wood & White
Virginia
$686K +$35.7K +166 +6%
FDP
1222
Financiere des Professionnels
Quebec, Canada
$686K +$645K +3,000 New
SWM
1223
Stockman Wealth Management
Montana
$683K – – –
COCM
1224
Charter Oak Capital Management
New Hampshire
$675K -$37.4K -174 -6%
MSG
1225
Main Street Group
Virginia
$675K +$2.15K +10 +0.3%
47 48
49
50 51