We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
501
MYCIO Wealth Partners
Pennsylvania
$283K +$1.3K +10 +0.5%
LFAS
502
Level Four Advisory Services
Texas
$282K -$55.4K -426 -16%
CAM
503
Concorde Asset Management
Michigan
$281K -$37.7K -290 -12%
AP
504
Appleton Partners
Massachusetts
$281K -$3.25K -25 -1%
Lido Advisors
505
Lido Advisors
California
$279K -$22.4K -172 -7%
LFS
506
Lutz Financial Services
Nebraska
$276K +$275K +2,112 New
EWMCB
507
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$274K -$22.6K -174 -8%
LWAC
508
Laurel Wealth Advisors (California)
California
$274K -$3.64K -28 -1%
AOWM
509
Alpha Omega Wealth Management
Virginia
$274K +$21.6K +166 +9%
FAN
510
Financial Advisors Network
California
$274K +$285K +2,194 New
VCP
511
Vista Capital Partners
Oregon
$269K -$111K -857 -29%
GLA
512
Good Life Advisors
Pennsylvania
$269K -$19.6K -151 -7%
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$77K +592 +40%
LC
514
LCNB Corp
Ohio
$267K
MWM
515
Meridian Wealth Management
Kentucky
$261K +$46.6K +358 +22%
RG
516
Rathbones Group
United Kingdom
$261K
MMHP
517
Murphy Middleton Hinkle & Parker
Georgia
$257K
CC
518
Claybrook Capital
Massachusetts
$253K
FA
519
FCG Advisors
New Jersey
$252K +$1.82K +14 +0.7%
CCA
520
Checchi Capital Advisers
California
$242K -$6.76K -52 -3%
FWM
521
Frontier Wealth Management
Missouri
$241K +$260 +2 +0.1%
TA
522
TFG Advisers
Michigan
$241K +$8.58K +66 +4%
TFCP
523
Twin Focus Capital Partners
Massachusetts
$241K +$241K +1,850 New
B
524
Bridgeworth
Alabama
$240K -$1.95K -15 -0.8%
DE
525
Day & Ennis
Georgia
$234K +$910 +7 +0.4%