We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
276
Chas P. Smith & Associates (CPS)
Florida
$284K -$45.4K -438 -14%
RWA
277
Ropes Wealth Advisors
Massachusetts
$284K +$280K +2,700 New
WFG
278
Wills Financial Group
Virginia
$275K +$104 +1 +0%
OBWP
279
O'Brien Wealth Partners
Massachusetts
$274K +$43.1K +416 +19%
BFPW
280
BOK Financial Private Wealth
Colorado
$272K – – –
VCM
281
Versant Capital Management
Arizona
$271K +$415 +4 +0.2%
SWP
282
Stratos Wealth Partners
Ohio
$266K -$559K -5,393 -68%
NP
283
NorthRock Partners
Minnesota
$263K – – –
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$260K -$23.4K -226 -8%
NAMP
285
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K – – –
NFG
286
Next Financial Group
Texas
$254K +$18.7K +180 +8%
LFA
287
Landmark Financial Advisors
Kentucky
$252K – – –
BWM
288
Braver Wealth Management
Massachusetts
$251K +$10.3K +99 +4%
BCM
289
Brookstone Capital Management
Illinois
$251K +$247K +2,386 New
RMCM
290
Reynders McVeigh Capital Management
Massachusetts
$250K – – –
EWM
291
Empirical Wealth Management
Washington
$249K +$245K +2,366 New
DPI
292
Diversified Portfolios Inc
Michigan
$245K – – –
PTC
293
Private Trust Company
Ohio
$239K -$218K -2,100 -48%
SC
294
SouthState Corp
Florida
$237K -$12K -116 -5%
MHS
295
M Holdings Securities
Oregon
$236K +$4.56K +44 +2%
ISL
296
Ingalls & Snyder LLC
New York
$235K +$231K +2,230 New
CBU
297
CIBC Bank USA
Illinois
$235K +$232K +2,234 New
BWFM
298
Bridgewater Wealth & Financial Management
Maryland
$233K +$104 +1 +0%
RIA
299
Regal Investment Advisors
Michigan
$231K +$227K +2,190 New
GHAM
300
Gilman Hill Asset Management
Connecticut
$226K – – –