We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Capital Wealth Management
Rhode Island
$5.18M -$103K -592 -2%
AllianceBernstein
277
AllianceBernstein
Tennessee
$5.13M +$137K +788 +3%
BF
278
Brooklyn FI
New York
$5.12M -$1.33M -7,668 -21%
TIAM2
279
Tru Independence Asset Management 2
Oregon
$5.1M -$3M -17,260 -37%
SPC
280
Sigma Planning Corp
Michigan
$5.02M -$136K -781 -3%
LFS
281
Lutz Financial Services
Nebraska
$4.98M -$744K -4,277 -13%
First Manhattan
282
First Manhattan
New York
$4.9M +$345K +1,985 +8%
VIA
283
Vickerman Investment Advisors
Washington
$4.88M +$98.6K +567 +2%
SL
284
Systelligence LLC
Minnesota
$4.87M +$3.38M +19,464 +238%
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.84M +$177K +1,020 +4%
SFM
286
Signet Financial Management
New Jersey
$4.8M -$153K -878 -3%
AWM
287
Aspire Wealth Management
Massachusetts
$4.74M -$79.1K -455 -2%
ATPW
288
Ashton Thomas Private Wealth
Arizona
$4.69M +$456K +2,622 +11%
MWM
289
MorganRosel Wealth Management
Colorado
$4.69M +$4.63M +26,654 New
ES
290
Eagle Strategies
New York
$4.67M -$9.92M -57,064 -68%
CWM
291
Chemistry Wealth Management
New York
$4.65M +$4.33M +24,880 +1,623%
CI
292
CX Institutional
Indiana
$4.64M +$26.8K +154 +0.6%
OFP
293
OLIO Financial Planning
Virginia
$4.61M +$532K +3,062 +13%
BFS
294
Bard Financial Services
Connecticut
$4.56M +$97.9K +563 +2%
LSA
295
Lansing Street Advisors
Pennsylvania
$4.55M +$4.61M +26,499 New
UB
296
UMB Bank
Missouri
$4.53M -$60.3K -347 -1%
CT
297
Coastline Trust
Rhode Island
$4.52M +$90.4K +520 +2%
MIS
298
Morningstar Investment Services
Illinois
$4.5M -$497K -2,857 -10%
SFO
299
Stokes Family Office
Louisiana
$4.48M -$110K -634 -2%
CB
300
Commerce Bank
Missouri
$4.39M +$302K +1,737 +7%