We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
476
Global Retirement Partners
California
$1.38M +$249K +1,566 +22%
GP
477
Girard Partners
Pennsylvania
$1.38M -$218K -1,371 -13%
KAM
478
Kraft Asset Management
Tennessee
$1.38M +$322K +2,027 +27%
CS
479
Capital Square
Tennessee
$1.36M +$38.9K +245 +3%
Meridian Wealth Management
480
Meridian Wealth Management
Kentucky
$1.35M -$824K -5,189 -35%
EAM
481
Evanson Asset Management
California
$1.34M +$335K +2,106 +29%
Farmers & Merchants Investments Inc
482
Farmers & Merchants Investments Inc
Nebraska
$1.34M -$4.29K -27 -0.3%
PA
483
Probity Advisors
Texas
$1.33M -$10K -63 -0.7%
LFP
484
Leeward Financial Partners
Washington
$1.33M -$40.8K -257 -3%
ECM
485
Elgethun Capital Management
South Dakota
$1.32M +$85K +535 +6%
Csenge Advisory Group
486
Csenge Advisory Group
Florida
$1.31M -$602K -3,793 -29%
HCP
487
Hexagon Capital Partners
Arkansas
$1.3M -$15.4K -97 -1%
Kingsview Wealth Management
488
Kingsview Wealth Management
Oregon
$1.3M -$45.9K -289 -3%
Independent Advisor Alliance
489
Independent Advisor Alliance
North Carolina
$1.3M +$132K +833 +10%
PD
490
Planning Directions
Pennsylvania
$1.29M +$25.4K +160 +2%
ADL
491
Asset Dedication LLC
California
$1.29M +$1.43M +9,003 New
WCFA
492
Walkner Condon Financial Advisors
Wisconsin
$1.27M +$997K +6,277 +242%
LC
493
Lindbrook Capital
California
$1.26M – – –
Carnegie Investment Counsel
494
Carnegie Investment Counsel
Ohio
$1.26M -$89K -560 -6%
RIA
495
Regal Investment Advisors
Michigan
$1.25M +$72.6K +457 +6%
FANJ
496
Financial Architects (New Jersey)
New Jersey
$1.24M +$1.37M +8,629 New
Synovus Financial
497
Synovus Financial
Georgia
$1.23M +$12.4K +78 +0.9%
MFS
498
McNamara Financial Services
Massachusetts
$1.21M -$23K -145 -2%
RCI
499
RS Crum Inc
California
$1.21M -$9.37K -59 -0.7%
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$637K +4,008 +91%