We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$34.4K +260 +12%
WA
552
WP Advisors
California
$324K +$2.25K +17 +0.7%
WF
553
Welch & Forbes
Massachusetts
$323K +$312K +2,358 New
EHPM
554
Emery Howard Portfolio Management
California
$322K +$1.46K +11 +0.5%
KCPG
555
Kavar Capital Partners Group
Kansas
$320K
Bessemer Group
556
Bessemer Group
New Jersey
$317K
MWP
557
MYCIO Wealth Partners
Pennsylvania
$315K +$4.5K +34 +2%
CCA
558
Checchi Capital Advisers
California
$315K +$11.3K +85 +4%
DE
559
Day & Ennis
Georgia
$310K +$2.92K +22 +1%
WI
560
Wintrust Investments
Illinois
$307K +$13.2K +100 +5%
BIM
561
Baldwin Investment Management
Pennsylvania
$305K -$13.2K -100 -4%
CFM
562
Comprehensive Financial Management
California
$303K +$293K +2,213 New
RF
563
RHS Financial
California
$299K
AllianceBernstein
564
AllianceBernstein
Tennessee
$298K -$1.84M -13,855 -86%
AW
565
ACG Wealth
Georgia
$295K -$45K -340 -14%
NG
566
Northstar Group
New York
$295K +$397 +3 +0.1%
AP
567
Appleton Partners
Massachusetts
$292K -$3.44K -26 -1%
VCP
568
Vista Capital Partners
Oregon
$290K -$97.4K -735 -26%
LWM
569
Laidlaw Wealth Management
New York
$289K +$279K +2,106 New
MIH
570
Meitav Investment House
Israel
$288K -$39.7K -300 -13%
EWMCB
571
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K
LWAC
572
Laurel Wealth Advisors (California)
California
$286K -$3.97K -30 -1%
MFG
573
Merit Financial Group
Georgia
$285K +$275K +2,076 New
TFF
574
The Family Firm
Maryland
$284K -$88.8K -670 -24%
LC
575
LCNB Corp
Ohio
$279K -$1.32K -10 -0.5%