We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
601
Empower Advisory Group
Colorado
$1.76M +$193K +939 +12%
Mesirow Financial Investment Management
602
Mesirow Financial Investment Management
Illinois
$1.76M -$1.75M -8,534 -49%
GPA
603
Guidance Point Advisors
Massachusetts
$1.75M +$20.1K +98 +1%
TCOTS
604
Trust Company of the South
North Carolina
$1.75M +$818K +3,983 +82%
HVP
605
Hudson Value Partners
Florida
$1.74M +$117K +569 +7%
WBC
606
West Branch Capital
Massachusetts
$1.73M -$17.2K -84 -1%
BOK Financial
607
BOK Financial
Oklahoma
$1.72M +$55.4K +270 +3%
Kingsview Wealth Management
608
Kingsview Wealth Management
Oregon
$1.71M +$42.1K +205 +2%
PA
609
Probity Advisors
Texas
$1.71M -$218K -1,061 -11%
NFG
610
Nations Financial Group
Iowa
$1.71M -$19.5K -95 -1%
Csenge Advisory Group
611
Csenge Advisory Group
Florida
$1.7M -$112K -544 -6%
MSWMA
612
Market Street Wealth Management Advisors
Indiana
$1.7M – – –
PCMC
613
Paragon Capital Management (Colorado)
Colorado
$1.69M +$8.42K +41 +0.5%
MWM
614
Mascagni Wealth Management
Mississippi
$1.69M +$1.86M +9,084 New
CCA
615
Cadent Capital Advisors
Oklahoma
$1.69M +$20.1K +98 +1%
CSB
616
City State Bank
Iowa
$1.68M -$46K -224 -3%
PWM
617
PBMares Wealth Management
Virginia
$1.68M +$29.1K +142 +2%
MSWM
618
McGlone Suttner Wealth Management
Wisconsin
$1.67M +$161K +783 +10%
CWAG
619
Compton Wealth Advisory Group
Virginia
$1.67M – – –
GBT
620
Grove Bank & Trust
Florida
$1.67M +$13.1K +64 +0.8%
Victory Capital Management
621
Victory Capital Management
Texas
$1.67M – – –
Capital Analysts LLC
622
Capital Analysts LLC
Pennsylvania
$1.66M -$526K -2,563 -23%
Focus Financial Network
623
Focus Financial Network
Minnesota
$1.65M +$77.8K +379 +5%
UWM
624
USAdvisors Wealth Management
Minnesota
$1.65M +$1.71M +8,310 New
PCM
625
Parsons Capital Management
Rhode Island
$1.63M +$616 +3 +0%