We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
E
226
ETFidea
New York
$6.55M +$115K +723 +2%
TAM
227
Tocqueville Asset Management
New York
$6.47M -$147K -924 -2%
Citigroup
228
Citigroup
New York
$6.41M +$259K +1,624 +4%
SFG
229
Sage Financial Group
Pennsylvania
$6.39M -$9.71K -61 -0.2%
FCI
230
Financial Counselors Inc
Kansas
$6.38M -$70.8K -445 -1%
PP
231
PrairieView Partners
Minnesota
$6.37M -$968K -6,077 -13%
WAM
232
WNY Asset Management
New York
$6.33M +$6.34M +39,849 New
HWM
233
HB Wealth Management
Georgia
$6.3M -$185K -1,165 -3%
QC
234
Quent Capital
New York
$6.3M +$261K +1,642 +4%
CC
235
Courier Capital
New York
$6.24M +$22.1K +139 +0.4%
CM
236
Cornerstone Management
Georgia
$6.17M +$128K +803 +2%
MCM
237
MAI Capital Management
Ohio
$6.16M -$895K -5,619 -13%
FHA
238
First Horizon Advisors
Tennessee
$6.12M -$239K -1,504 -4%
First Manhattan
239
First Manhattan
New York
$6.1M +$1.12M +7,014 +22%
FAAM
240
First Ascent Asset Management
Colorado
$6.09M +$276K +1,731 +5%
ES
241
Eagle Strategies
New York
$6.09M -$237K -1,486 -4%
FCM
242
Firestone Capital Management
Florida
$6.09M +$547K +3,437 +10%
RIA
243
Retirement Investment Advisors
Oklahoma
$6.03M +$6.05M +37,992 New
GC
244
Garde Capital
Washington
$6M -$90.3K -567 -1%
RFA
245
RTD Financial Advisors
Pennsylvania
$5.89M -$18.6K -117 -0.3%
OFP
246
OLIO Financial Planning
Virginia
$5.88M +$671K +4,214 +13%
GFWA
247
Grey Fox Wealth Advisors
Delaware
$5.88M +$5.89M +37,019 New
QWM
248
Quaker Wealth Management
New Jersey
$5.85M +$12.4K +78 +0.2%
BTIM
249
BancFirst Trust & Investment Management
Oklahoma
$5.83M – – –
VCAM
250
Van Cleef Asset Management
Ohio
$5.82M +$28.7K +180 +0.5%