We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
251
Windward Private Wealth Management
Kansas
$4.26M -$977K -5,707 -18%
DC
252
Davenport & Co
Virginia
$4.25M +$560K +3,272 +15%
NFG
253
Next Financial Group
Texas
$4.24M -$667K -3,897 -13%
VCAM
254
Van Cleef Asset Management
Ohio
$4.16M +$304K +1,775 +8%
NWM
255
Northwest Wealth Management
Iowa
$4.15M -$5.31K -31 -0.1%
VIA
256
Vickerman Investment Advisors
Washington
$4.13M +$4.18M +24,410 New
WP
257
WealthShield Partners
North Carolina
$4.13M -$70.7K -413 -2%
CWM
258
Cranbrook Wealth Management
Michigan
$4.07M -$110K -644 -3%
WT
259
Whittier Trust
California
$4.05M +$91.9K +537 +2%
WCM
260
Windham Capital Management
Massachusetts
$4.04M
First Manhattan
261
First Manhattan
New York
$4.04M +$54.8K +320 +1%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$4.02M +$197K +1,152 +5%
ST
263
Sageworth Trust
Pennsylvania
$3.99M
IA
264
IFP Advisors
Florida
$3.92M -$117K -682 -3%
SFS
265
Sowell Financial Services
Arkansas
$3.91M -$267K -1,558 -6%
TC
266
Tenret Company
Florida
$3.89M +$8.56K +50 +0.2%
FWP
267
FAS Wealth Partners
Kansas
$3.79M -$36.8K -215 -1%
UB
268
UMB Bank
Missouri
$3.77M +$283K +1,654 +8%
BJL
269
Brighton Jones LLC
Washington
$3.75M +$400K +2,338 +12%
FTS
270
Fifth Third Securities
Ohio
$3.75M +$3.79M +22,151 New
BRG
271
Bay Rivers Group
Virginia
$3.75M -$2.4K -14 -0.1%
AIP
272
Almanack Investment Partners
Pennsylvania
$3.72M -$14.5M -84,844 -79%
CT
273
Coastline Trust
Rhode Island
$3.67M +$103K +604 +3%
SW
274
SlateStone Wealth
Florida
$3.62M +$250K +1,458 +7%
ASN
275
Advisory Services Network
Georgia
$3.61M +$104K +605 +3%