We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
476
Stratos Wealth Partners
Ohio
$1.94M +$236K +1,410 +13%
SOS
477
Silver Oak Securities
Tennessee
$1.94M -$577K -3,453 -22%
PIMG
478
Patriot Investment Management Group
Tennessee
$1.92M -$33.8K -202 -2%
NSIM
479
North Star Investment Management
Illinois
$1.92M -$146K -871 -7%
FUBT
480
First United Bank & Trust
Maryland
$1.89M -$74.9K -448 -4%
D
481
Dentgroup
Louisiana
$1.89M -$13.7K -82 -0.7%
GAM
482
Gotham Asset Management
New York
$1.87M -$62.5K -374 -3%
WSTAM
483
Wilbanks Smith & Thomas Asset Management
Virginia
$1.86M -$42.6K -255 -2%
MFG
484
Magnus Financial Group
New York
$1.85M -$324K -1,937 -14%
CFD
485
Creative Financial Designs
Indiana
$1.85M +$61.9K +370 +3%
CPA
486
Capital Performance Advisors
California
$1.84M -$10.9K -65 -0.6%
Victory Capital Management
487
Victory Capital Management
Texas
$1.84M
JFG
488
Jefferies Financial Group
New York
$1.82M +$292K +1,746 +18%
CAL
489
Capital Analysts LLC
Pennsylvania
$1.8M -$853K -5,100 -31%
PL
490
Plancorp LLC
Missouri
$1.78M +$219K +1,308 +13%
CSPIA
491
Cary Street Partners Investment Advisory
Virginia
$1.77M +$93.6K +560 +5%
CCA
492
Cadent Capital Advisors
Oklahoma
$1.76M +$1.84M +11,017 New
TCM
493
Telos Capital Management
California
$1.76M -$52.7K -315 -3%
TFP
494
Triune Financial Partners
Kansas
$1.76M -$141K -842 -7%
FLI
495
Family Legacy Inc
South Carolina
$1.74M -$67.4K -403 -4%
NFP
496
NorthLanding Financial Partners
New York
$1.73M +$181K +1,080 +11%
CSB
497
City State Bank
Iowa
$1.73M +$31.8K +190 +2%
SJL
498
Shayne & Jacobs LLC
Tennessee
$1.73M
NRI
499
NFP Retirement Inc
California
$1.72M -$297K -1,776 -14%
VW
500
Vance Wealth
California
$1.72M +$125K +746 +7%