We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
SVA Wealth Management
Wisconsin
$1.29M -$175K -1,372 -12%
RC
277
Roundview Capital
New Jersey
$1.29M -$33.6K -264 -3%
PWAC
278
Private Wealth Advisors (California)
California
$1.28M +$27.5K +216 +2%
AI
279
Atria Investments
North Carolina
$1.27M -$115K -903 -8%
BCM
280
BTC Capital Management
Iowa
$1.26M +$88.4K +695 +8%
First Manhattan
281
First Manhattan
New York
$1.25M +$10.8K +85 +0.9%
FANJ
282
Financial Architects (New Jersey)
New Jersey
$1.24M +$216K +1,695 +21%
Renaissance Technologies
283
Renaissance Technologies
New York
$1.24M +$1.22M +9,601 New
FI
284
FormulaFolio Investments
Michigan
$1.22M +$87.3K +686 +8%
AWA
285
Arete Wealth Advisors
Illinois
$1.21M +$106K +833 +10%
RJT
286
Raymond James Trust
Florida
$1.21M – – –
MWM
287
Merriman Wealth Management
Washington
$1.21M -$141K -1,105 -11%
CA
288
Cetera Advisors
Colorado
$1.2M -$246K -1,935 -17%
GC
289
Gilbert & Cook
Iowa
$1.19M -$57.6K -453 -5%
GCA
290
Gradient Capital Advisors
California
$1.19M -$15.4K -121 -1%
TNBTD
291
Trustmark National Bank Trust Department
Mississippi
$1.18M +$2.16K +17 +0.2%
GA
292
GFS Advisors
Texas
$1.16M -$13K -102 -1%
DSA
293
Droms Strauss Advisors
Missouri
$1.16M -$438K -3,442 -28%
CCA
294
Clearwater Capital Advisors
Illinois
$1.15M -$498K -3,914 -30%
TI
295
Truepoint Inc
Ohio
$1.14M +$67.5K +531 +6%
S
296
Surevest
California
$1.14M -$125K -979 -10%
WI
297
WrapManager Inc
California
$1.14M -$15K -118 -1%
BAAM
298
Baker Avenue Asset Management
California
$1.13M -$17.8K -140 -2%
CBFP
299
Cedar Brook Financial Partners
Ohio
$1.12M +$7K +55 +0.6%
PD
300
Planning Directions
Pennsylvania
$1.12M +$92.9K +730 +9%