We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
351
Column Capital Advisors
Indiana
$2.35M +$1.91K +11 +0.1%
ANTB
352
AMG National Trust Bank
Colorado
$2.32M +$114K +658 +5%
LWM
353
Lionsbridge Wealth Management
Florida
$2.31M +$2.08K +12 +0.1%
H
354
HoyleCohen
California
$2.3M -$77.5K -447 -3%
TI
355
Truepoint Inc
Ohio
$2.29M -$156K -899 -6%
BDWCC
356
B&D White Capital Company
Texas
$2.29M +$6.58K +38 +0.3%
PIMG
357
Patriot Investment Management Group
Tennessee
$2.28M +$45.2K +261 +2%
HWA
358
Heartwood Wealth Advisors
Virginia
$2.25M +$228K +1,314 +11%
CA
359
Continuum Advisory
Idaho
$2.25M +$20.1K +116 +0.9%
BBW
360
Blue Barn Wealth
Utah
$2.23M +$2.22M +12,838 New
Citadel Advisors
361
Citadel Advisors
Florida
$2.22M +$2.22M +12,782 New
RC
362
Roundview Capital
New Jersey
$2.2M -$34.3K -198 -2%
RPSA
363
Richard P. Slaughter Associates
Texas
$2.18M +$579K +3,340 +36%
EFS
364
Essex Financial Services
Connecticut
$2.18M – – –
SFP
365
Sterling Financial Planning
New Jersey
$2.17M +$13.5K +78 +0.6%
JWCA
366
J.W. Cole Advisors
Florida
$2.16M +$375K +2,164 +21%
KA
367
Kovack Advisors
Florida
$2.15M +$190K +1,094 +10%
GCA
368
Gradient Capital Advisors
California
$2.14M -$245K -1,411 -10%
AIC
369
Ameritas Investment Company
Nebraska
$2.13M -$3.05M -17,580 -72%
FA
370
Fermata Advisors
California
$2.13M -$61.5K -355 -3%
PCA
371
Personal Capital Advisors
California
$2.12M -$709K -4,091 -25%
APSP
372
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.1M -$7.8K -45 -0.4%
RPGK
373
Retirement Planning Group (Kansas)
Kansas
$2.09M +$2.08M +12,030 New
OIA
374
OneDigital Investment Advisors
Kansas
$2.09M +$185K +1,065 +10%
MECA
375
Miller Equity Capital Advisors
Texas
$2.05M – – –