We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
326
Evanson Asset Management
California
$943K +$273K +2,722 +45%
MA
327
MONECO Advisors
Connecticut
$938K -$11.7K -117 -1%
TCM
328
Telos Capital Management
California
$931K -$13.9K -139 -2%
PL
329
Plancorp LLC
Missouri
$930K +$169K +1,681 +24%
PFA
330
Pure Financial Advisors
California
$926K -$224K -2,229 -20%
PFPT
331
Pinnacle Financial Partners (Tennessee)
Tennessee
$920K -$6.52K -65 -0.7%
SC
332
SouthState Corp
Florida
$916K -$12.5K -125 -1%
1WA
333
180 Wealth Advisors
Washington
$911K +$390K +3,884 +87%
BFM
334
Boothbay Fund Management
New York
$887K +$832K +8,296 New
Renaissance Technologies
335
Renaissance Technologies
New York
$887K +$833K +8,300 New
CS
336
Comerica Securities
Michigan
$885K +$70.8K +706 +9%
ADL
337
Asset Dedication LLC
California
$870K -$48.1K -479 -6%
MCCP
338
Mission Creek Capital Partners
California
$869K +$1.5K +15 +0.2%
GA
339
GFS Advisors
Texas
$867K
GPA
340
Guidance Point Advisors
Massachusetts
$856K +$803K +8,006 New
RIA
341
Regal Investment Advisors
Michigan
$852K +$799K +7,966 New
H
342
HoyleCohen
California
$846K +$138K +1,374 +21%
PWAC
343
Private Wealth Advisors (California)
California
$845K -$53.4K -532 -6%
MIM
344
Marco Investment Management
Georgia
$842K +$790K +7,874 New
MHIC
345
Marble Harbor Investment Counsel
Massachusetts
$828K -$40.1K -400 -5%
BWM
346
BCS Wealth Management
Tennessee
$820K -$81.9K -816 -10%
Financial Engines Advisors
347
Financial Engines Advisors
California
$786K -$181K -1,800 -20%
SWM
348
Southern Wealth Management
Texas
$786K
PD
349
Planning Directions
Pennsylvania
$784K +$735K +7,329 New
TFGT
350
TS Financial Group (TSFG)
Illinois
$783K +$6.92K +69 +1%