We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
601
Parametric Portfolio Associates
Washington
$558K +$66.9K +425 +14%
LA
602
LexAurum Advisors
Kansas
$557K -$15.4K -98 -3%
AHC
603
Anderson Hoagland & Co
Missouri
$552K -$7.09K -45 -1%
SCM
604
SOL Capital Management
Maryland
$552K +$3.94K +25 +0.8%
CF
605
Centaurus Financial
California
$551K -$344K -2,185 -40%
MPM
606
Meritage Portfolio Management
Kansas
$549K +$138K +873 +36%
PBF
607
Petix & Botte Financial
California
$545K -$62.4K -396 -11%
Brown Advisory
608
Brown Advisory
Maryland
$545K +$171K +1,084 +49%
FLI
609
Family Legacy Inc
South Carolina
$542K -$29.1K -185 -5%
AWM
610
Altium Wealth Management
New York
$541K +$514K +3,266 New
GVAG
611
Great Valley Advisor Group
Delaware
$540K -$12.4K -79 -2%
WP
612
WMS Partners
Maryland
$538K -$17.3K -110 -3%
GP
613
Geneva Partners
Wisconsin
$533K +$158 +1 +0%
Cerity Partners
614
Cerity Partners
New York
$533K +$163K +1,034 +47%
CFGS
615
Concourse Financial Group Securities
Alabama
$532K +$135K +857 +36%
CTC
616
Central Trust Company
Missouri
$531K -$122K -775 -19%
Vanguard Personalized Indexing Management
617
Vanguard Personalized Indexing Management
California
$530K
ECG
618
Edge Capital Group
Georgia
$530K +$315 +2 +0.1%
TC
619
TownSquare Capital
Utah
$529K -$1.1K -7 -0.2%
W
620
WealthOne
New York
$527K -$10.1K -64 -2%
SLT
621
St Louis Trust
Missouri
$524K
HFA
622
Hoover Financial Advisors
Pennsylvania
$522K +$788 +5 +0.2%
TFM
623
TFC Financial Management
Massachusetts
$522K +$4.72K +30 +1%
PG
624
Prostatis Group
Maryland
$521K +$114K +721 +30%
ABC
625
Associated Banc-Corp
Wisconsin
$518K +$169K +1,076 +23%