We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
401
Boston Partners
Massachusetts
$1.64M +$349K +2,216 +29%
FPS
402
Fieldpoint Private Securities
Connecticut
$1.62M +$192K +1,217 +14%
IWC
403
Integrated Wealth Concepts
Massachusetts
$1.6M +$492K +3,125 +48%
MHIC
404
Marble Harbor Investment Counsel
Massachusetts
$1.58M +$182K +1,155 +14%
CS
405
Capital Square
Tennessee
$1.58M +$77.2K +490 +6%
PWAC
406
Private Wealth Advisors (California)
California
$1.57M +$133K +842 +10%
BCA
407
Bay Colony Advisors
Massachusetts
$1.54M +$277K +1,757 +23%
LWP
408
Legacy Wealth Planning
Nevada
$1.53M -$16.9K -107 -1%
RPSA
409
Richard P. Slaughter Associates
Texas
$1.53M +$1.45M +9,235 New
EP
410
Eudaimonia Partners
Tennessee
$1.5M +$1.21M +7,708 +561%
RRC
411
Relaxing Retirement Coach
Massachusetts
$1.5M -$440K -2,791 -24%
REMPR
412
Roof Eidam Maycock Peralta (REMP)
California
$1.49M -$22.1K -140 -2%
1WA
413
180 Wealth Advisors
Washington
$1.49M +$35.3K +224 +3%
SWP
414
Stratos Wealth Partners
Ohio
$1.49M +$107K +678 +8%
MFS
415
McNamara Financial Services
Massachusetts
$1.49M -$102K -649 -6%
PA
416
Paracle Advisors
Washington
$1.49M -$18.3K -116 -1%
Jane Street
417
Jane Street
New York
$1.48M +$685K +4,347 +94%
IWA
418
Intercontinental Wealth Advisors
Texas
$1.48M -$597K -3,790 -30%
Financial Engines Advisors
419
Financial Engines Advisors
California
$1.47M +$156K +993 +13%
JC
420
Jentner Corp
Ohio
$1.47M -$52K -330 -4%
SC
421
SouthState Corp
Florida
$1.46M +$173K +1,099 +14%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$1.46M +$63K +400 +5%
GWM
423
Greenhouse Wealth Management
Connecticut
$1.46M +$5.2K +33 +0.4%
GA
424
GFS Advisors
Texas
$1.45M -$84.1K -534 -6%
PD
425
Planning Directions
Pennsylvania
$1.45M -$44.7K -284 -3%