We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$1.51M +$592K +4,588 +76%
SJL
352
Shayne & Jacobs LLC
Tennessee
$1.51M +$24.6K +191 +2%
TCWA
353
Ten Capital Wealth Advisors
Washington
$1.5M +$61.7K +478 +5%
HR
354
Hardy Reed
Mississippi
$1.5M -$125K -971 -8%
HWM
355
Hemington Wealth Management
Virginia
$1.49M +$1.35M +10,454 New
NFC
356
Northeast Financial Consultants
Connecticut
$1.45M -$103K -800 -7%
SFP
357
Sterling Financial Planning
New Jersey
$1.44M +$1.3M +10,105 New
Lido Advisors
358
Lido Advisors
California
$1.42M +$196K +1,517 +18%
TFF
359
The Family Firm
Maryland
$1.41M +$589K +4,569 +95%
JWCA
360
J.W. Cole Advisors
Florida
$1.4M +$144K +1,116 +13%
EA
361
Eclectic Associates
California
$1.4M +$1.27M +9,834 New
CAG
362
Curtis Advisory Group
California
$1.4M +$223K +1,725 +21%
DLG
363
Daniel L. Goodwin
$1.39M -$25.8K -200 -2%
ADL
364
Asset Dedication LLC
California
$1.38M -$46.1K -357 -4%
LWP
365
Legacy Wealth Planning
Nevada
$1.33M +$38.1K +295 +3%
GA
366
GFS Advisors
Texas
$1.32M -$3.61K -28 -0.3%
ST
367
Smithfield Trust
Pennsylvania
$1.31M +$61.1K +474 +5%
JC
368
Jentner Corp
Ohio
$1.3M -$6.19K -48 -0.5%
REMPR
369
Roof Eidam Maycock Peralta (REMP)
California
$1.3M -$148K -1,150 -11%
PWAC
370
Private Wealth Advisors (California)
California
$1.3M +$111K +860 +11%
PA
371
Paracle Advisors
Washington
$1.29M -$24.5K -190 -2%
PD
372
Planning Directions
Pennsylvania
$1.29M +$94.8K +735 +9%
1WA
373
180 Wealth Advisors
Washington
$1.27M -$9.16K -71 -0.8%
CS
374
Capital Square
Tennessee
$1.26M +$197K +1,530 +21%
PJB
375
Paul John Balson
California
$1.26M +$32.3K +250 +3%