We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
426
Diversified Portfolios Inc
Michigan
$300K -$30.1K -224 -9%
MWM
427
Mission Wealth Management
California
$299K +$295K +2,202 New
WA
428
WP Advisors
California
$296K +$20.3K +151 +7%
JA
429
JOYN Advisors
Georgia
$295K -$403 -3 -0.1%
SCA
430
STALEY CAPITAL ADVISERS
Pennsylvania
$291K +$18.8K +140 +7%
WT
431
Washington Trust
Rhode Island
$288K +$285K +2,122 New
NP
432
NorthRock Partners
Minnesota
$287K -$62.5K -466 -18%
AWM
433
Altium Wealth Management
New York
$281K -$24.4K -182 -8%
TC
434
Truvestments Capital
Florida
$280K +$276K +2,058 New
CBU
435
CIBC Bank USA
Illinois
$272K -$70.2K -523 -21%
RG
436
Rathbones Group
United Kingdom
$272K
AP
437
Appleton Partners
Massachusetts
$272K +$43.6K +325 +19%
APA
438
American Portfolios Advisors
New York
$271K +$2.82K +21 +1%
TVWM
439
Tower View Wealth Management
Wisconsin
$268K -$28K -209 -10%
MMHP
440
Murphy Middleton Hinkle & Parker
Georgia
$268K
PFA
441
Paradigm Financial Advisors
Missouri
$266K -$7.38K -55 -3%
TFS
442
TrustCore Financial Services
Tennessee
$266K +$805 +6 +0.3%
CCP
443
Cardan Capital Partners
Colorado
$263K
WWM
444
Windsor Wealth Management
Indiana
$261K -$19.7K -147 -7%
AB
445
AT Bancorp
Iowa
$261K
EWM
446
Empirical Wealth Management
Washington
$259K +$36.9K +275 +17%
Lido Advisors
447
Lido Advisors
California
$258K +$23.3K +174 +10%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$255K +$13K +97 +5%
HCA
449
Harbour Capital Advisors
Virginia
$250K
BAS
450
Brown Advisory Securities
Maryland
$249K +$246K +1,832 New