We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
2201
Protective Life
Alabama
$129K +$133K +492 New
MFA
2202
Morling Financial Advisors
California
$127K – – –
CF
2203
Conquis Financial
California
$123K – – –
WG
2204
Wellington Group
Indiana
$122K +$46K +170 +57%
SWIM
2205
Smallwood Wealth Investment Management
New Jersey
$122K – – –
SN
2206
Sittner & Nelson
Oregon
$117K +$91.7K +339 +317%
KFP
2207
Kerr Financial Planning
California
$116K -$64.7K -239 -35%
MB
2208
MidFirst Bank
Oklahoma
$115K -$7.85K -29 -6%
SA
2209
Seneschal Advisors
Washington
$114K -$5.41K -20 -4%
GCM
2210
Gables Capital Management
Florida
$111K – – –
PAG
2211
Paladin Advisory Group
Iowa
$110K -$11.9K -44 -9%
FCMT
2212
Founders Capital Management (Texas)
Texas
$107K – – –
SGK
2213
Steigerwald Gordon & Koch
Virginia
$107K – – –
BG
2214
Bollard Group
Massachusetts
$106K +$110K +407 New
NFSG
2215
Newbridge Financial Services Group
Florida
$105K -$14.6K -54 -12%
MJRIC
2216
Mogy Joel R Investment Counsel
California
$105K – – –
WCAMG
2217
Woodard & Company Asset Management Group
North Carolina
$105K – – –
RIA
2218
Realta Investment Advisors
Delaware
$101K +$271 +1 +0.3%
HWA
2219
Heritage Wealth Advisors
Virginia
$97.7K – – –
SG
2220
Sankala Group
Colorado
$97.7K – – –
1CP
2221
1015 Capital Partners
Pennsylvania
$97.7K – – –
HA
2222
Heartland Advisors
Wisconsin
$97.2K -$108K -400 -52%
CBT
2223
Crews Bank & Trust
Florida
$96.6K – – –
CFM
2224
Cornerstone Financial Management
Massachusetts
$96.1K +$11.9K +44 +14%
SFG
2225
Strive Financial Group
Indiana
$96K – – –
87 88
89
90 91