We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
601
Sheaff Brock Investment Advisors
Indiana
$371K – – –
LWP
602
Lumature Wealth Partners
Georgia
$371K +$337K +2,612 New
EFL
603
ERn Financial LLC
Wisconsin
$370K +$32K +248 +11%
OFS
604
Oldfather Financial Services
Nebraska
$362K -$8K -62 -3%
DE
605
Day & Ennis
Georgia
$359K -$12.4K -96 -4%
SWM
606
Soundmark Wealth Management
Washington
$350K +$318K +2,463 New
SW
607
SVB Wealth
Massachusetts
$348K +$316K +2,449 New
DSA
608
Droms Strauss Advisors
Missouri
$347K +$774 +6 +0.2%
MPM
609
Meritage Portfolio Management
Kansas
$347K +$315K +2,440 New
GGI
610
Godsey & Gibb Inc
Virginia
$346K +$313K +2,430 New
CA
611
Calton & Associates
Florida
$345K +$45.7K +354 +17%
PG
612
Prostatis Group
Maryland
$345K +$313K +2,426 New
TFA
613
TPG Financial Advisors
Oregon
$341K +$5.29K +41 +2%
TCOV
614
Trust Company of Vermont
Vermont
$338K +$17.8K +138 +6%
CIAS
615
Capital Investment Advisory Services
North Carolina
$338K +$28K +217 +10%
EK
616
Evensky & Katz
Florida
$337K -$9.42K -73 -3%
BOS
617
Bingham Osborn & Scarborough
California
$337K +$306K +2,370 New
CFGS
618
Concourse Financial Group Securities
Alabama
$335K -$94.8K -735 -24%
TFS
619
Thoroughbred Financial Services
Tennessee
$335K +$5.16K +40 +2%
LWM
620
Laidlaw Wealth Management
New York
$334K +$303K +2,347 New
IA
621
IFG Advisors
Missouri
$333K – – –
SSCA
622
South Shore Capital Advisors
Massachusetts
$332K +$301K +2,336 New
GLA
623
Good Life Advisors
Pennsylvania
$331K +$2.06K +16 +0.7%
Citizens Financial Group
624
Citizens Financial Group
Rhode Island
$329K -$3.61K -28 -1%
AIP
625
Almanack Investment Partners
Pennsylvania
$327K +$297K +2,301 New