We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
476
Simplicity Solutions
Minnesota
$1.95M -$759K -4,822 -29%
FIA
477
Foundations Investment Advisors
Arizona
$1.94M +$1.84M +11,717 New
CPA
478
Capital Performance Advisors
California
$1.92M +$55.9K +355 +3%
SWA
479
SOA Wealth Advisors
New York
$1.91M -$229K -1,455 -11%
Victory Capital Management
480
Victory Capital Management
Texas
$1.9M
CW
481
CreativeOne Wealth
Kansas
$1.88M -$23K -146 -1%
FLI
482
Family Legacy Inc
South Carolina
$1.87M +$148K +938 +9%
TCM
483
Telos Capital Management
California
$1.87M -$32.9K -209 -2%
CBFP
484
Cedar Brook Financial Partners
Ohio
$1.86M +$13.2K +84 +0.8%
CFD
485
Creative Financial Designs
Indiana
$1.85M +$77.5K +492 +5%
BWM
486
Baystate Wealth Management
Massachusetts
$1.84M -$95.2K -605 -5%
CIA
487
Compass Ion Advisors
Pennsylvania
$1.84M -$32.6K -207 -2%
WB
488
WesBanco Bank
West Virginia
$1.81M -$136K -862 -7%
BHWM
489
Beaird Harris Wealth Management
Texas
$1.8M -$1.89K -12 -0.1%
KAM
490
Kraft Asset Management
Tennessee
$1.8M +$254K +1,614 +17%
PFS
491
Prospera Financial Services
Texas
$1.8M +$67.5K +429 +4%
MSWM
492
McGlone Suttner Wealth Management
Wisconsin
$1.8M -$33.7K -214 -2%
BWM
493
Brown Wealth Management
Illinois
$1.79M +$1.71M +10,845 New
SJL
494
Shayne & Jacobs LLC
Tennessee
$1.79M -$2.68K -17 -0.2%
TCOV
495
Trust Company of Vermont
Vermont
$1.78M -$81.4K -517 -5%
SWP
496
Stratos Wealth Partners
Ohio
$1.78M +$592K +3,759 +54%
LF
497
Lantz Financial
Illinois
$1.77M +$81.7K +519 +5%
DSC
498
Duncker Streett & Co
Missouri
$1.77M -$17.3K -110 -1%
CSB
499
City State Bank
Iowa
$1.76M -$20.5K -130 -1%
CCWA
500
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M -$280K -1,779 -14%