We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
601
Ballentine Partners
Massachusetts
$902K -$65.3K -398 -6%
RRA
602
Round Rock Advisors
Connecticut
$901K – – –
Allspring Global Investments
603
Allspring Global Investments
North Carolina
$900K +$120K +730 +14%
WFPG
604
Waller Financial Planning Group
Ohio
$896K -$14.6K -89 -1%
IWC
605
Integrated Wealth Concepts
Massachusetts
$890K +$43.3K +264 +5%
TDWM
606
Topel & Distasi Wealth Management
California
$885K +$104K +636 +12%
IWA
607
Intercontinental Wealth Advisors
Texas
$883K -$161K -980 -14%
PCM
608
Parsons Capital Management
Rhode Island
$877K +$155K +943 +19%
WWM
609
Western Wealth Management
Colorado
$876K -$9.02K -55 -0.9%
WI
610
Wintrust Investments
Illinois
$872K -$116K -705 -11%
WA
611
Wambolt & Associates
Colorado
$867K +$59.9K +365 +7%
ST
612
Smithfield Trust
Pennsylvania
$865K -$92.8K -566 -9%
ACP
613
Aveo Capital Partners
Colorado
$862K -$34.1K -208 -3%
SCG
614
Sonata Capital Group
Washington
$861K – – –
CCG
615
Chatham Capital Group
Georgia
$860K – – –
BIM
616
Baldwin Investment Management
Pennsylvania
$846K +$23K +140 +3%
KA
617
Kovack Advisors
Florida
$843K -$96.8K -590 -9%
IGGA
618
Iron Gate Global Advisors
Utah
$843K – – –
Walleye Capital
619
Walleye Capital
New York
$843K +$923K +5,630 New
PWA
620
Physician Wealth Advisors
Utah
$837K -$21.3K -130 -2%
ABC
621
Associated Banc-Corp
Wisconsin
$837K +$47.7K +291 +5%
CIC
622
Cutler Investment Counsel
Oregon
$834K -$16.4K -100 -2%
CI
623
CPR Investments
Michigan
$830K +$909K +5,542 New
CFB
624
Cullen/Frost Bankers
Texas
$829K – – –
BRC
625
Bell Rock Capital
Delaware
$823K +$901K +5,493 New