We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGWP
676
Founders Grove Wealth Partners
Virginia
$1.26M +$125K +673 +12%
AA
677
Alesco Advisors
New York
$1.26M – – –
PFBT
678
Parkside Financial Bank & Trust
Missouri
$1.26M +$239K +1,291 +25%
SWGC
679
Summit Wealth Group (Colorado)
Colorado
$1.25M +$1.18M +6,367 New
PCA
680
Prosperity Capital Advisors
Ohio
$1.25M +$62K +335 +6%
AIA
681
Arbor Investment Advisors
North Carolina
$1.25M +$60K +324 +5%
RWM
682
Revisor Wealth Management
Ohio
$1.24M +$18.7K +101 +2%
AW
683
Alteri Wealth
California
$1.23M +$1.85K +10 +0.2%
FCA
684
Fortis Capital Advisors
Kansas
$1.23M -$120K -648 -9%
CCM
685
Condor Capital Management
New Jersey
$1.22M +$11.1K +60 +1%
MF
686
Meridian Financial
Massachusetts
$1.21M +$58.9K +318 +5%
Wellington Management Group
687
Wellington Management Group
Massachusetts
$1.21M – – –
CPW
688
Cove Private Wealth
New York
$1.2M +$523K +2,825 +85%
I
689
INVST
Indiana
$1.2M -$10K -54 -0.9%
JC
690
Jentner Corp
Ohio
$1.2M +$4.63K +25 +0.4%
PSF
691
Pacific Sun Financial
California
$1.2M -$8.33K -45 -0.7%
CFS
692
Coordinated Financial Services
Colorado
$1.2M +$146K +788 +15%
WFS
693
Weitzel Financial Services
Iowa
$1.2M +$70.3K +380 +7%
LEA
694
Legacy Edge Advisors
New York
$1.19M +$349K +1,884 +45%
FIG
695
FSA Investment Group
Florida
$1.19M +$555 +3 +0%
DFG
696
Dynamic Financial Group
Iowa
$1.19M +$35.2K +190 +3%
ATI
697
ARK & TLK Investments
Oklahoma
$1.18M -$121K -654 -10%
HCM
698
Hall Capital Management
Rhode Island
$1.17M -$14.4K -78 -1%
ATWA
699
Arbor Trust Wealth Advisors
Michigan
$1.15M -$185 -1 -0%
SFP
700
Strategic Financial Partners
Oregon
$1.14M -$1.3K -7 -0.1%