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
376
Evanson Asset Management
California
$827K -$73.5K -555 -8%
JC
377
Jentner Corp
Ohio
$826K -$28.5K -215 -3%
FAAM
378
First Ascent Asset Management
Colorado
$815K +$787K +5,943 New
S
379
Surevest
California
$811K -$67.4K -509 -8%
CAG
380
Csenge Advisory Group
Florida
$810K -$662 -5 -0.1%
BOH
381
Bank of Hawaii
Hawaii
$807K
FLPIM
382
F.L. Putnam Investment Management
Massachusetts
$799K
FWP
383
FAS Wealth Partners
Kansas
$798K -$9.67K -73 -1%
ACM
384
Armbruster Capital Management
New York
$794K -$9.27K -70 -1%
NAMP
385
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$792K -$25.8K -195 -3%
FFN
386
Focus Financial Network
Minnesota
$785K +$23.6K +178 +3%
Thrivent Financial for Lutherans
387
Thrivent Financial for Lutherans
Minnesota
$777K
DBT
388
Dubuque Bank & Trust
Iowa
$777K +$751K +5,671 New
BUB
389
BBVA USA Bancshares
Texas
$769K -$33K -249 -4%
WBG
390
Wharton Business Group
Pennsylvania
$767K -$274K -2,065 -27%
WWM
391
Western Wealth Management
Colorado
$763K +$2.38K +18 +0.3%
FLA
392
Financial Life Advisors
Texas
$754K -$8.61K -65 -1%
LFA
393
Landmark Financial Advisors
Kentucky
$752K
PA
394
Procyon Advisors
Connecticut
$750K +$725K +5,472 New
TPA
395
Trivium Point Advisory
Connecticut
$743K +$185K +1,396 +35%
WIA
396
Wealthstreet Investment Advisors
Texas
$741K +$417K +3,147 +139%
GJIC
397
Gamble Jones Investment Counsel
California
$739K
NSIM
398
North Star Investment Management
Illinois
$739K +$2.25K +17 +0.3%
TWP
399
TFO Wealth Partners
Ohio
$739K +$715K +5,398 New
CCP
400
Corient Capital Partners
California
$736K +$61.9K +467 +10%