We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
501
Citigroup
New York
$3.14M +$122K +526 +4%
MMA
502
Miracle Mile Advisors
California
$3.14M +$34.2K +147 +1%
CMP
503
Christine Messmer PC
Pennsylvania
$3.13M -$85.6K -368 -3%
PCM
504
Parsons Capital Management
Rhode Island
$3.1M +$120K +516 +4%
WAP
505
Wealthcare Advisory Partners
Pennsylvania
$3.09M -$1.24M -5,318 -29%
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.09M -$46.1K -198 -2%
KAS
507
KPP Advisory Services
Kentucky
$3.09M -$411K -1,768 -12%
NWM
508
Northwest Wealth Management
Iowa
$3.08M -$34K -146 -1%
EWS
509
Evergreen Wealth Solutions
Pennsylvania
$3.08M -$1.23M -5,302 -30%
NAAA
510
New Age Alpha Advisors
New York
$3.08M -$1.15M -4,959 -28%
SC
511
SouthState Corp
Florida
$3.07M -$10.2K -44 -0.3%
SVWG
512
Shared Vision Wealth Group
United States
$3.05M +$305K +1,310 +12%
ORC
513
O'Rourke & Company
Massachusetts
$3.04M +$4.65K +20 +0.2%
EF
514
Envision Financial
Wisconsin
$2.97M -$278K -1,196 -9%
PS
515
Principal Securities
Iowa
$2.96M -$40.7K -175 -1%
SMCM
516
Sky-Mountain Capital Management
Idaho
$2.96M +$998K +4,292 +54%
OFS
517
OneAscent Financial Services
Alabama
$2.96M +$6.98K +30 +0.2%
HIA
518
Harbor Investment Advisory
Maryland
$2.95M +$452K +1,944 +19%
ABWM
519
Alpine Bank Wealth Management
Colorado
$2.95M
PIMG
520
Patriot Investment Management Group
Tennessee
$2.95M
Financial Engines Advisors
521
Financial Engines Advisors
California
$2.92M -$204K -875 -7%
MCA
522
Maryland Capital Advisors
Maryland
$2.92M +$2.79M +11,998 New
TA
523
TFB Advisors
Kansas
$2.91M -$11.4K -49 -0.4%
APFP
524
Action Point Financial Planning
Michigan
$2.89M +$2.77M +11,919 New
TPCW
525
TD Private Client Wealth
New York
$2.89M -$51.2K -220 -2%