We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
BDO Wealth Advisors
Florida
$1.99M -$51.4K -395 -3%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.99M -$74.3K -571 -4%
BP
228
BBR Partners
New York
$1.98M – – –
MFG
229
Magnus Financial Group
New York
$1.94M +$283K +2,175 +17%
KeyBank National Association
230
KeyBank National Association
Ohio
$1.93M -$11.6K -89 -0.6%
LFG
231
Larson Financial Group
Missouri
$1.93M -$23.5K -181 -1%
MJRIC
232
Mogy Joel R Investment Counsel
California
$1.92M -$97.5K -750 -5%
GC
233
Gibson Capital
Pennsylvania
$1.91M +$121K +930 +7%
BPA
234
Beacon Pointe Advisors
California
$1.9M +$1.16M +8,884 +157%
CPIG
235
Chicago Partners Investment Group
Illinois
$1.87M +$8.58K +66 +0.5%
WP
236
WealthShield Partners
North Carolina
$1.86M – – –
EWM
237
Empirical Wealth Management
Washington
$1.76M +$1M +7,691 +133%
PIMG
238
Patriot Investment Management Group
Tennessee
$1.75M -$87.9K -676 -5%
EWA
239
Exencial Wealth Advisors
Oklahoma
$1.74M +$4.03K +31 +0.2%
M&T Bank
240
M&T Bank
New York
$1.72M +$16.9K +130 +1%
GBT
241
Grove Bank & Trust
Florida
$1.71M +$38.6K +297 +2%
BSB
242
Bangor Savings Bank
Maine
$1.7M +$38.2K +294 +2%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
MPW
244
MA Private Wealth
California
$1.67M -$995K -7,653 -37%
DC
245
Davenport & Co
Virginia
$1.66M +$71.7K +551 +5%
HB
246
Homrich & Berg
Georgia
$1.66M -$5.46K -42 -0.3%
CANC
247
Culbertson A N & Co
Virginia
$1.65M -$15.6K -120 -0.9%
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.62M -$131K -1,009 -8%
RWA
249
Redhawk Wealth Advisors
Minnesota
$1.61M -$155K -1,194 -9%
MCP
250
Mirador Capital Partners
California
$1.61M -$18.1K -139 -1%