We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
351
Archford Capital Strategies
Illinois
$4.09M +$89.7K +454 +2%
TIM
352
Tortoise Investment Management
New York
$4.09M -$4.74K -24 -0.1%
Geneos Wealth Management
353
Geneos Wealth Management
Colorado
$4.06M +$1.3M +6,580 +43%
Integrated Wealth Concepts
354
Integrated Wealth Concepts
Massachusetts
$4.05M -$74.3K -376 -2%
KSWA
355
Kathleen S. Wright Associates
Pennsylvania
$4.01M -$190K -964 -4%
Valeo Financial Advisors
356
Valeo Financial Advisors
Indiana
$4M +$260K +1,318 +5%
Citigroup
357
Citigroup
New York
$3.93M +$419K +2,121 +11%
VIA
358
Vickerman Investment Advisors
Washington
$3.92M +$646K +3,270 +18%
SNS Financial Group
359
SNS Financial Group
Minnesota
$3.91M -$127K -641 -3%
Coldstream Capital Management
360
Coldstream Capital Management
Washington
$3.91M +$988 +5 +0%
CPA
361
Cathy Pareto & Associates
Florida
$3.9M +$27.7K +140 +0.7%
RLWM
362
RF&L Wealth Management
Massachusetts
$3.89M +$1.19K +6 +0%
CSM Advisors
363
CSM Advisors
Pennsylvania
$3.88M -$624K -3,158 -13%
SFO
364
Stokes Family Office
Louisiana
$3.88M +$49.4K +250 +1%
BAM
365
Beaumont Asset Management
Texas
$3.84M +$57.3K +290 +1%
SF
366
Seek First
California
$3.79M +$4.02M +20,355 New
Regions Financial Corp
367
Regions Financial Corp
Alabama
$3.76M -$185K -934 -4%
Associated Banc-Corp
368
Associated Banc-Corp
Wisconsin
$3.71M +$1.07M +5,407 +37%
SWA
369
SOA Wealth Advisors
New York
$3.71M +$72.3M +366,047 +2,222%
OO
370
Obsido Oy
$3.7M +$175K +884 +5%
CANC
371
Culbertson A N & Co
Virginia
$3.69M +$311K +1,572 +9%
CreativeOne Wealth
372
CreativeOne Wealth
Kansas
$3.68M -$96.8K -490 -2%
BWM
373
Brown Wealth Management
Illinois
$3.68M +$829K +4,198 +27%
SWRP
374
Summit Wealth & Retirement Planning
California
$3.67M +$169K +854 +5%
MCCP
375
Mission Creek Capital Partners
California
$3.62M -$2.61M -13,188 -40%