We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1501
Lyell Wealth Management
California
$621K – – –
SC
1502
Sepio Capital
Utah
$620K +$512 +2 +0.1%
CIAS
1503
CFS Investment Advisory Services
New Jersey
$619K -$3.07K -12 -0.5%
RRA
1504
Round Rock Advisors
Connecticut
$618K -$2.56K -10 -0.4%
HCA
1505
Heck Capital Advisors
Wisconsin
$616K +$2.05K +8 +0.3%
OSNBOA
1506
Old Second National Bank of Aurora
Illinois
$615K – – –
KLI
1507
Kelman-Lazarov Inc
Tennessee
$615K – – –
CCM
1508
Compass Capital Management
Minnesota
$614K – – –
GKWIM
1509
Gerber Kawasaki Wealth & Investment Management
California
$613K +$113K +442 +23%
CFA
1510
Churchill Financial Advisors
Kentucky
$610K +$605K +2,363 New
1WM
1511
1900 Wealth Management
Texas
$609K -$6.41K -25 -1%
LL
1512
LPWM LLC
Minnesota
$607K +$72.8K +284 +14%
FMI
1513
Financial Management Inc
Arkansas
$606K +$602K +2,349 New
CWM
1514
Capstone Wealth Management
Montana
$605K +$598K +2,333 New
KFSC
1515
Keystone Financial Services (Colorado)
Colorado
$605K – – –
DWA
1516
Douglass Winthrop Advisors
New York
$604K – – –
PA
1517
Powerhouse Assets
Massachusetts
$602K +$598K +2,334 New
KAM
1518
KEB Asset Management
Illinois
$602K -$9.48K -37 -2%
UB
1519
UMB Bank
Missouri
$601K +$104K +405 +21%
GAB
1520
German American Bancorp
Indiana
$601K -$4.36K -17 -0.7%
FF
1521
Francis Financial
$601K – – –
PIM
1522
Penobscot Investment Management
Massachusetts
$599K +$6.66K +26 +1%
BLC
1523
Brown, Lisle/Cummings
Rhode Island
$595K +$256 +1 +0%
PWM
1524
Penobscot Wealth Management
Maine
$593K +$1.54K +6 +0.3%
LW
1525
Linscomb Wealth
Texas
$591K -$114K -446 -16%
59 60
61
62 63