We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Calton & Associates
Florida
$223K +$210K +1,614 New
AP
452
Appleton Partners
Massachusetts
$222K – – –
JFG
453
JMG Financial Group
Illinois
$220K -$6.25K -48 -3%
EA
454
Elm Advisors
California
$219K +$6.51K +50 +3%
EWM
455
Empirical Wealth Management
Washington
$217K -$10.8K -83 -5%
MWAC
456
Mariner Wealth Advisors (Cincinnati)
Ohio
$216K +$211K +1,623 New
JFGLC
457
Johnson Financial Group LLC (Colorado)
Colorado
$215K – – –
BF
458
Blankinship & Foster
California
$215K +$1.56K +12 +0.7%
MIM
459
MPI Investment Management
Illinois
$215K +$211K +1,621 New
VAM
460
Visionary Asset Management
Texas
$212K -$268K -2,059 -56%
BAM
461
Belpointe Asset Management
Nevada
$211K +$207K +1,591 New
FTIOP
462
Fiduciary Trust International of Pennsylvania
Pennsylvania
$210K +$206K +1,583 New
RFC
463
Regions Financial Corp
Alabama
$209K -$10.5K -81 -5%
BA
464
BKS Advisors
Michigan
$209K – – –
UBV
465
United Bank (Virginia)
Virginia
$208K +$204K +1,568 New
CHA
466
Carmichael Hill & Associates
Maryland
$205K +$201K +1,546 New
WEC
467
Winslow Evans & Crocker
Massachusetts
$191K +$40.1K +308 +27%
SNT
468
Security National Trust
West Virginia
$186K – – –
CAC
469
Certified Advisory Corp
Florida
$175K +$172K +1,320 New
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$165K +$12.6K +97 +8%
BUB
471
BBVA USA Bancshares
Texas
$161K +$158K +1,214 New
BlackRock
472
BlackRock
New York
$160K -$1.82K -14 -1%
CAL
473
Capital Advisors Ltd
Ohio
$160K – – –
VC
474
Vestor Capital
Illinois
$159K – – –
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$155K – – –