We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
251
Davenport & Co
Virginia
$1.62M -$41.7K -326 -3%
MCP
252
Mirador Capital Partners
California
$1.61M +$14.7K +115 +0.9%
WFPG
253
Waller Financial Planning Group
Ohio
$1.59M -$8.96K -70 -0.6%
FAIM
254
Financial Advocates Investment Management
Washington
$1.58M +$156K +1,218 +11%
BJL
255
Brighton Jones LLC
Washington
$1.58M +$26.4K +206 +2%
ACA
256
Atlas Capital Advisors
Wyoming
$1.57M +$21.2K +166 +1%
CCM
257
Condor Capital Management
New Jersey
$1.54M -$14.6K -114 -0.9%
M&T Bank
258
M&T Bank
New York
$1.54M -$160K -1,253 -10%
TF
259
Trek Financial
Arizona
$1.53M
GCA
260
Gradient Capital Advisors
California
$1.51M +$234K +1,831 +18%
ASN
261
Advisory Services Network
Georgia
$1.49M
WTFG
262
Wells Trecaso Financial Group
Ohio
$1.49M +$6.4K +50 +0.4%
PFPT
263
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.49M -$111K -864 -7%
RJT
264
Raymond James Trust
Florida
$1.46M +$142K +1,106 +11%
BCA
265
Berman Capital Advisors
Georgia
$1.42M -$56.1K -438 -4%
VCAM
266
Van Cleef Asset Management
Ohio
$1.4M +$483K +3,770 +53%
CWM
267
Capital Wealth Management
Rhode Island
$1.38M +$260K +2,032 +23%
FI
268
FormulaFolio Investments
Michigan
$1.38M -$43.4K -339 -3%
V
269
Veritable
Delaware
$1.35M
NNP
270
Nachman Norwood & Parrott
South Carolina
$1.34M -$28.7K -224 -2%
TI
271
Truepoint Inc
Ohio
$1.32M -$3.71K -29 -0.3%
MA
272
MONECO Advisors
Connecticut
$1.32M -$73.5K -574 -5%
PD
273
Planning Directions
Pennsylvania
$1.31M +$160K +1,248 +14%
ADL
274
Asset Dedication LLC
California
$1.3M -$181K -1,413 -12%
WI
275
WrapManager Inc
California
$1.3M -$114K -891 -8%