We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
626
Sigma Planning Corp
Michigan
$1.31M -$1.81M -11,065 -60%
CMBA
627
C.M. Bidwell & Associates
Hawaii
$1.31M -$816 -5 -0.1%
Financial Engines Advisors
628
Financial Engines Advisors
California
$1.31M +$272K +1,665 +30%
KWM
629
Kingsview Wealth Management
Oregon
$1.31M -$439K -2,690 -27%
GSWM
630
Greenup Street Wealth Management
Michigan
$1.31M +$247K +1,515 +26%
SWM
631
Schwallier Wealth Management
Michigan
$1.31M +$1.18M +7,257 New
FFP
632
Forbes Financial Planning
Rhode Island
$1.29M +$617K +3,779 +111%
ACA
633
Aptus Capital Advisors
Alabama
$1.29M -$269K -1,646 -19%
GVAG
634
Great Valley Advisor Group
Delaware
$1.29M -$28.7K -176 -2%
FFN
635
Focus Financial Network
Minnesota
$1.29M +$70.8K +434 +6%
SWM
636
SeaCrest Wealth Management
New York
$1.29M -$70.2K -430 -6%
CSIA
637
Conrad Siegel Investment Advisors
Pennsylvania
$1.29M +$349K +2,137 +43%
IC
638
IEQ Capital
California
$1.28M +$258K +1,581 +29%
MGWA
639
Monument Group Wealth Advisors
Massachusetts
$1.28M +$1.16M +7,118 New
D
640
Dentgroup
Louisiana
$1.27M -$788K -4,830 -41%
SF
641
Synovus Financial
Georgia
$1.27M +$51.1K +313 +5%
RTL
642
Red Tortoise LLC
Georgia
$1.27M +$7.18K +44 +0.6%
HNB
643
Huntington National Bank
Ohio
$1.26M
AIM
644
Alhambra Investment Management
Florida
$1.26M +$66.6K +408 +6%
AA
645
Aire Advisors
California
$1.26M -$48.2K -295 -4%
GP
646
Girard Partners
Pennsylvania
$1.26M -$51.4K -315 -4%
TC
647
Trust Company
Kansas
$1.25M -$1.8K -11 -0.2%
LSA
648
Lion Street Advisors
Texas
$1.25M +$22K +135 +2%
FHC
649
Forest Hill Capital
Arkansas
$1.24M
BCA
650
Bay Colony Advisors
Massachusetts
$1.24M +$95.3K +584 +9%