We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
401
Northstar Group
New York
$353K +$27.1K +202 +8%
IWC
402
Integrated Wealth Concepts
Massachusetts
$349K -$331K -2,465 -56%
SFG
403
StrategIQ Financial Group
Indiana
$347K +$2.42K +18 +0.7%
VCP
404
Vista Capital Partners
Oregon
$346K +$2.42K +18 +0.7%
IAA
405
Ironsides Asset Advisors
North Carolina
$345K – – –
LFA
406
Landmark Financial Advisors
Kentucky
$341K – – –
KA
407
Kovack Advisors
Florida
$337K -$18.5K -138 -5%
W
408
Wealthfront
California
$337K -$3.62K -27 -1%
PJSIMP
409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K – – –
GHAM
410
Gilman Hill Asset Management
Connecticut
$333K – – –
RW
411
Rand Wealth
Maryland
$328K +$324K +2,417 New
NFG
412
Next Financial Group
Texas
$327K -$2.21M -16,461 -87%
AIM
413
Advantage Investment Management
Iowa
$322K +$1.61K +12 +0.5%
HPC
414
HM Payson & Co
Maine
$320K +$316K +2,354 New
PTC
415
Private Trust Company
Ohio
$318K -$21.3K -159 -6%
CA
416
Clearstead Advisors
Ohio
$318K – – –
WTC
417
WhitTier Trust Company
Nevada
$312K -$6.71K -50 -2%
PO
418
Private Ocean
California
$311K -$17.7K -132 -5%
MCM
419
MAI Capital Management
Ohio
$309K – – –
Wolverine Trading
420
Wolverine Trading
Illinois
$309K – – –
RMCM
421
Reynders McVeigh Capital Management
Massachusetts
$308K – – –
WTB
422
Washington Trust Bank
Washington
$308K – – –
SC
423
SouthState Corp
Florida
$306K – – –
TPWA
424
TRUE Private Wealth Advisors
Oregon
$303K +$300K +2,233 New
WCWM
425
Willow Creek Wealth Management
California
$302K +$1.21K +9 +0.4%