We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
651
WealthCare Investment Partners
Rhode Island
$1.4M -$167K -818 -11%
WA
652
Wealth Alliance
New York
$1.4M -$11.9K -58 -0.9%
Empower Advisory Group
653
Empower Advisory Group
Colorado
$1.39M -$53.4K -261 -4%
NDSI
654
Newman Dignan & Sheerar Inc
Rhode Island
$1.39M -$11.2K -55 -0.8%
SB
655
Strategic Blueprint
Georgia
$1.39M +$195K +953 +17%
TNBTD
656
Trustmark National Bank Trust Department
Mississippi
$1.38M -$156K -765 -10%
PFBT
657
Parkside Financial Bank & Trust
Missouri
$1.37M +$25.8K +126 +2%
FCA
658
Fortis Capital Advisors
Kansas
$1.37M +$56.2K +275 +4%
PD
659
Planning Directions
Pennsylvania
$1.37M -$106K -518 -7%
1IA
660
1834 Investment Advisors
Wisconsin
$1.37M -$96.7K -473 -7%
DB
661
Dravo Bay
Delaware
$1.37M -$132K -644 -9%
Vise Technologies
662
Vise Technologies
New York
$1.36M -$4.89M -23,919 -79%
PWA
663
Principia Wealth Advisory
Texas
$1.36M -$1.1M -5,400 -45%
Brinker Capital Investments
664
Brinker Capital Investments
Pennsylvania
$1.35M -$194K -950 -13%
Alesco Advisors
665
Alesco Advisors
New York
$1.35M – – –
AIA
666
Arbor Investment Advisors
North Carolina
$1.35M +$11.2K +55 +0.9%
CFS
667
Coordinated Financial Services
Colorado
$1.34M +$55.8K +273 +4%
Mesirow Financial Investment Management
668
Mesirow Financial Investment Management
Illinois
$1.34M -$503K -2,462 -28%
F.L. Putnam Investment Management
669
F.L. Putnam Investment Management
Massachusetts
$1.33M -$33.1K -162 -2%
SA
670
Strategic Advisors
New York
$1.32M +$932K +4,556 +255%
CCM
671
Condor Capital Management
New Jersey
$1.32M +$15.7K +77 +1%
FGWP
672
Founders Grove Wealth Partners
Virginia
$1.32M -$29.9K -146 -2%
TPWA
673
TRUE Private Wealth Advisors
Oregon
$1.32M -$44.8K -219 -3%
Robertson Stephens Wealth Management
674
Robertson Stephens Wealth Management
California
$1.32M -$51.5K -252 -4%
Caprock Group
675
Caprock Group
Idaho
$1.3M +$1.28M +6,248 New