We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
601
RFG Advisory
Alabama
– -$731K -5,503 Closed
SI
602
SII Investments
Wisconsin
– -$687K -5,154 Closed
ACS
603
Archford Capital Strategies
Illinois
– -$532K -4,006 Closed
ZB
604
Zions Bancorporation
Utah
– -$392K -2,949 Closed
GA
605
Gateway Advisory
New Jersey
– -$349K -2,629 Closed
WI
606
WBI Investments
New Jersey
– -$334K -2,513 Closed
Fuller & Thaler Asset Management
607
Fuller & Thaler Asset Management
California
– -$287K -2,159 Closed
DE
608
Day & Ennis
Georgia
– -$249K -1,875 Closed
Fisher Asset Management
609
Fisher Asset Management
Washington
– -$248K -1,864 Closed
AAM
610
Aureus Asset Management
Massachusetts
– -$246K -1,850 Closed
CSIA
611
Charles Schwab Investment Advisory
California
– -$234K -1,761 Closed
SYBT
612
Stock Yards Bank & Trust
Kentucky
– -$226K -1,707 Closed
JFG
613
JMG Financial Group
Illinois
– -$220K -1,660 Closed
BF
614
Blankinship & Foster
California
– -$215K -1,619 Closed
CA
615
Calton & Associates
Florida
– -$223K -1,614 Closed
BAM
616
Belpointe Asset Management
Nevada
– -$211K -1,591 Closed
BA
617
BKS Advisors
Michigan
– -$209K -1,574 Closed
UBV
618
United Bank (Virginia)
Virginia
– -$208K -1,568 Closed
LNWWM
619
Laird Norton Wetherby Wealth Management
California
– -$155K -1,166 Closed
IWP
620
Icon Wealth Partners
Texas
– -$68K -512 Closed
PWM
621
Paulson Wealth Management
Illinois
– -$65K -489 Closed
EWM
622
Evercore Wealth Management
New York
– -$62K -464 Closed
AFNAS
623
American Financial Network Advisory Services
California
– -$59K -445 Closed
LC
624
Landaas & Company
Wisconsin
– -$47K -355 Closed
POIA
625
Pin Oak Investment Advisors
Texas
– -$21K -160 Closed