We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
276
Gilbert & Cook
Iowa
$1.11M -$119K -938 -9%
PWAC
277
Private Wealth Advisors (California)
California
$1.11M +$1.23M +9,726 New
First Manhattan
278
First Manhattan
New York
$1.09M
RJT
279
Raymond James Trust
Florida
$1.07M -$253 -2 -0%
GCA
280
Gradient Capital Advisors
California
$1.07M +$638K +5,044 +117%
TNBTD
281
Trustmark National Bank Trust Department
Mississippi
$1.04M +$106K +840 +10%
GA
282
GFS Advisors
Texas
$1.04M +$46.6K +368 +4%
JIC
283
Joel Isaacson & Co
New York
$1.03M +$330K +2,609 +44%
WI
284
WrapManager Inc
California
$1.02M -$60.7K -480 -5%
BCM
285
BTC Capital Management
Iowa
$1.01M +$11.4K +90 +1%
BAAM
286
Baker Avenue Asset Management
California
$1.01M +$70.4K +556 +7%
WWM
287
Western Wealth Management
Colorado
$987K +$1.1M +8,675 New
CBFP
288
Cedar Brook Financial Partners
Ohio
$986K +$1.09M +8,642 New
IWA
289
Intercontinental Wealth Advisors
Texas
$983K
AWA
290
Arete Wealth Advisors
Illinois
$976K +$41.8K +330 +4%
BC
291
Burney Company
Virginia
$970K -$55.9K -442 -5%
BP
292
Ballentine Partners
Massachusetts
$962K +$2.02K +16 +0.2%
TI
293
Truepoint Inc
Ohio
$951K +$1.06M +8,341 New
SWP
294
Stratos Wealth Partners
Ohio
$948K +$227K +1,794 +28%
BRWA
295
B. Riley Wealth Advisors
Florida
$944K -$48K -379 -4%
MFT
296
Moisand Fitzgerald Tamayo
Florida
$923K +$98.2K +776 +11%
UA
297
Unison Advisors
District of Columbia
$922K -$11.3K -89 -1%
TW
298
Transform Wealth
Colorado
$918K -$211K -1,664 -17%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$908K -$232K -1,837 -19%
PD
300
Planning Directions
Pennsylvania
$906K +$14.2K +112 +1%