We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Monograph Wealth Advisors
California
$5.43M +$5.4M +30,389 New
CWM
252
Capital Wealth Management
Rhode Island
$5.37M -$218K -1,225 -4%
AG
253
Ascent Group
Virginia
$5.35M +$5.65M +31,758 New
QC
254
Quent Capital
New York
$5.33M +$5.3M +29,817 New
IHWM
255
Iron Horse Wealth Management
Iowa
$5.32M +$265K +1,490 +5%
BI
256
Berkeley Inc
Idaho
$5.31M +$108K +609 +2%
CL
257
CSS LLC
Illinois
$5.3M +$2.58M +14,500 +96%
SPC
258
Sigma Planning Corp
Michigan
$5.24M -$368K -2,070 -7%
EVM
259
Eaton Vance Management
Massachusetts
$5.19M +$45.3K +255 +0.9%
WP
260
WealthShield Partners
North Carolina
$5.18M +$815K +4,581 +19%
VIA
261
Vickerman Investment Advisors
Washington
$5.18M +$811K +4,561 +19%
HWM
262
HB Wealth Management
Georgia
$5.14M +$5.12M +28,768 New
AllianceBernstein
263
AllianceBernstein
Tennessee
$5.07M +$3.9M +21,905 +340%
SFM
264
Signet Financial Management
New Jersey
$5.04M -$154K -865 -3%
PA
265
Paragon Advisors
Texas
$5.02M -$10.3M -57,639 -67%
ACS
266
Archford Capital Strategies
Illinois
$5.01M +$109K +611 +2%
MIS
267
Morningstar Investment Services
Illinois
$5.01M -$8.18K -46 -0.2%
NFG
268
Next Financial Group
Texas
$4.92M +$439K +2,469 +10%
AWM
269
Aspire Wealth Management
Massachusetts
$4.9M +$4.87M +27,394 New
WLIM
270
White Lighthouse Investment Management
Massachusetts
$4.89M +$185K +1,043 +4%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.74M +$197K +1,105 +4%
CI
272
CX Institutional
Indiana
$4.69M +$150K +842 +3%
SFO
273
Stokes Family Office
Louisiana
$4.67M +$4.8K +27 +0.1%
UB
274
UMB Bank
Missouri
$4.67M +$676K +3,803 +17%
First Manhattan
275
First Manhattan
New York
$4.63M +$362K +2,034 +9%