We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
426
Dynamic Advisor Solutions
Arizona
$535K +$102K +908 +23%
AF
427
Advisornet Financial
Minnesota
$533K -$1.91K -17 -0.4%
Sequoia Financial Advisors
428
Sequoia Financial Advisors
Ohio
$531K -$131K -1,170 -20%
TFF
429
The Family Firm
Maryland
$530K +$225K +2,006 +72%
BO
430
BRR OpCo
Ohio
$528K +$2.69K +24 +0.5%
CIC
431
Cutler Investment Counsel
Oregon
$527K +$104K +926 +24%
SCG
432
Sonata Capital Group
Washington
$526K -$67.3K -600 -11%
FLA
433
Financial Life Advisors
Texas
$521K +$528K +4,714 New
BAMG
434
Brand Asset Management Group
Missouri
$520K +$42.8K +382 +9%
Perigon Wealth Management
435
Perigon Wealth Management
California
$516K +$233K +2,075 +80%
PFA
436
Paradigm Financial Advisors
Missouri
$514K -$135K -1,208 -21%
HA
437
HYA Advisors
Missouri
$505K +$1.79K +16 +0.4%
IIC
438
Integrated Investment Consultants
Michigan
$505K +$56.5K +504 +12%
AOWM
439
Alpha Omega Wealth Management
Virginia
$504K +$32.1K +286 +7%
MWA
440
Martel Wealth Advisors
Washington
$503K +$9.19K +82 +2%
EIG
441
Ellenbecker Investment Group
Wisconsin
$498K +$504K +4,500 New
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$492K -$19.8K -177 -4%
MAI Capital Management
443
MAI Capital Management
Ohio
$490K -$52.8K -471 -10%
CIBC Private Wealth Group
444
CIBC Private Wealth Group
Georgia
$488K +$494K +4,408 New
Cullen/Frost Bankers
445
Cullen/Frost Bankers
Texas
$480K – – –
AIM
446
AMI Investment Management
Indiana
$473K +$20.3K +181 +4%
EA
447
Elm Advisors
California
$469K -$53.2K -475 -10%
BDF
448
Balasa Dinverno & Foltz
$467K -$25.9K -231 -5%
SWA
449
Stratos Wealth Advisors
Ohio
$464K +$470K +4,195 New
DCM
450
Dimension Capital Management
Florida
$462K +$218K +1,946 +88%