We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
276
O'Brien Wealth Partners
Massachusetts
$223K -$119K -1,264 -37%
GHAM
277
Gilman Hill Asset Management
Connecticut
$219K – – –
TFF
278
The Family Firm
Maryland
$219K +$202K +2,148 New
FANJ
279
Financial Architects (New Jersey)
New Jersey
$214K -$282 -3 -0.1%
KA
280
Kovack Advisors
Florida
$209K +$193K +2,047 New
TRCT
281
Tower Research Capital (TRC)
New York
$203K -$683K -7,254 -78%
BDF
282
Balasa Dinverno & Foltz
$201K +$186K +1,974 New
CYG
283
Clean Yield Group
Vermont
$196K +$180K +1,909 New
EFSCE
284
Enterprise Financial Services Corp (EFSC)
Missouri
$183K +$18K +191 +12%
JFA
285
JNBA Financial Advisors
Minnesota
$179K +$1.32K +14 +0.8%
SG Americas Securities
286
SG Americas Securities
New York
$171K – – –
VNA
287
Valley National Advisers
Pennsylvania
$154K -$8.09K -86 -5%
VC
288
Vestor Capital
Illinois
$151K -$29.5K -313 -17%
WEC
289
Winslow Evans & Crocker
Massachusetts
$138K +$21.6K +229 +20%
RWM
290
Raffa Wealth Management
District of Columbia
$120K +$471 +5 +0.4%
CAL
291
Capital Advisors Ltd
Ohio
$119K – – –
OC
292
Oakworth Capital
Alabama
$107K – – –
PSUF
293
People's United Financial
Connecticut
$106K -$6.87K -73 -7%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$100K +$79.3K +843 +615%
SFPM
295
Sensible Financial Planning & Management
Massachusetts
$98K – – –
CLOS
296
Compagnie Lombard Odier SCmA
Switzerland
$93K – – –
NSIM
297
North Star Investment Management
Illinois
$93K +$188 +2 +0.2%
JGIA
298
Jackson Grant Investment Advisers
Connecticut
$92K +$941 +10 +1%
TC
299
Trust Company
Kansas
$92K +$3.48K +37 +4%
VIA
300
Vantage Investment Advisors
Pennsylvania
$90K +$43.6K +463 +100%