We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
251
Miracle Mile Advisors
California
$5.49M +$2.13K +12 +0%
MWA
252
Monograph Wealth Advisors
California
$5.43M +$5.4M +30,389 New
CWM
253
Capital Wealth Management
Rhode Island
$5.37M -$218K -1,225 -4%
AG
254
Ascent Group
Virginia
$5.35M +$5.65M +31,758 New
QC
255
Quent Capital
New York
$5.33M +$5.3M +29,817 New
IHWM
256
Iron Horse Wealth Management
Iowa
$5.32M +$265K +1,490 +5%
BI
257
Berkeley Inc
Idaho
$5.31M +$108K +609 +2%
CL
258
CSS LLC
Illinois
$5.3M +$2.58M +14,500 +96%
SPC
259
Sigma Planning Corp
Michigan
$5.24M -$368K -2,070 -7%
EVM
260
Eaton Vance Management
Massachusetts
$5.19M +$45.3K +255 +0.9%
WP
261
WealthShield Partners
North Carolina
$5.18M +$815K +4,581 +19%
VIA
262
Vickerman Investment Advisors
Washington
$5.18M +$811K +4,561 +19%
HWM
263
HB Wealth Management
Georgia
$5.14M +$5.12M +28,768 New
AllianceBernstein
264
AllianceBernstein
Tennessee
$5.07M +$3.9M +21,905 +340%
SFM
265
Signet Financial Management
New Jersey
$5.04M -$154K -865 -3%
PA
266
Paragon Advisors
Texas
$5.02M -$10.3M -57,639 -67%
ACS
267
Archford Capital Strategies
Illinois
$5.01M +$109K +611 +2%
MIS
268
Morningstar Investment Services
Illinois
$5.01M -$8.18K -46 -0.2%
NFG
269
Next Financial Group
Texas
$4.92M +$439K +2,469 +10%
AWM
270
Aspire Wealth Management
Massachusetts
$4.9M +$4.87M +27,394 New
WLIM
271
White Lighthouse Investment Management
Massachusetts
$4.89M +$185K +1,043 +4%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.74M +$197K +1,105 +4%
CI
273
CX Institutional
Indiana
$4.69M +$150K +842 +3%
SFO
274
Stokes Family Office
Louisiana
$4.67M +$4.8K +27 +0.1%
UB
275
UMB Bank
Missouri
$4.67M +$676K +3,803 +17%