We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
551
Duncker Streett & Co
Missouri
$1.79M -$121K -742 -7%
RWG
552
Ratio Wealth Group
Colorado
$1.79M -$1.82M -11,130 -53%
MSF
553
Mustard Seed Financial
Arkansas
$1.79M +$1.62M +9,944 New
Victory Capital Management
554
Victory Capital Management
Texas
$1.79M -$260K -1,590 -14%
WBC
555
West Branch Capital
Massachusetts
$1.79M -$19.9K -122 -1%
TFA
556
Tobias Financial Advisors
Florida
$1.78M
CM
557
Columbus Macro
Pennsylvania
$1.77M -$24.5K -150 -1%
TP
558
Tranquility Partners
Tennessee
$1.77M -$135K -826 -8%
MSWM
559
McGlone Suttner Wealth Management
Wisconsin
$1.76M -$44.1K -270 -3%
WAP
560
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$380K +2,327 +31%
SQA
561
Simon Quick Advisors
New Jersey
$1.75M -$5.22K -32 -0.3%
WP
562
Wealthspan Partners
Iowa
$1.74M +$81.3K +498 +5%
Koshinski Asset Management
563
Koshinski Asset Management
Illinois
$1.74M -$1.48M -9,038 -48%
CSWM
564
Cassady Schiller Wealth Management
Ohio
$1.73M -$653 -4 -0%
PAIM
565
Punch & Associates Investment Management
Minnesota
$1.73M +$721K +4,419 +85%
ORC
566
O'Rourke & Company
Massachusetts
$1.72M +$196K +1,200 +14%
GCA
567
Gradient Capital Advisors
California
$1.71M -$28.4K -174 -2%
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$1.71M -$5.88K -36 -0.4%
MFG
569
Midwest Financial Group
Kansas
$1.7M +$377K +2,309 +32%
CW
570
Cooksen Wealth
Texas
$1.68M +$1.53M +9,362 New
CAG
571
Curtis Advisory Group
California
$1.67M +$56.2K +344 +4%
SCP
572
Stevens Capital Partners
Nebraska
$1.66M +$239K +1,463 +19%
PVI
573
Pine Valley Investments
New Jersey
$1.65M -$45.1K -276 -3%
MSWMA
574
Market Street Wealth Management Advisors
Indiana
$1.65M -$165K -1,012 -10%
HB
575
Horizon Bancorp
Indiana
$1.64M +$1.1M +6,766 +286%