We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
701
McNamara Financial Services
Massachusetts
$1.42M -$49.6K -222 -3%
DAS
702
Dynamic Advisor Solutions
Arizona
$1.42M +$21K +94 +1%
DFG
703
Dynamic Financial Group
Iowa
$1.41M +$10.1K +45 +0.7%
FGWP
704
Founders Grove Wealth Partners
Virginia
$1.41M +$11K +49 +0.8%
BTI
705
Blue Trust Inc
Georgia
$1.4M -$163K -727 -10%
CMBA
706
C.M. Bidwell & Associates
Hawaii
$1.4M -$85.8K -384 -6%
PWS
707
Precision Wealth Strategies
Missouri
$1.4M -$142K -637 -9%
EWM
708
Elevatus Welath Management
New York
$1.39M -$5.53M -24,749 -79%
HCM
709
Hall Capital Management
Rhode Island
$1.39M -$17.7K -79 -1%
MFIM
710
Mesirow Financial Investment Management
Illinois
$1.39M +$359K +1,607 +34%
UWM
711
USAdvisors Wealth Management
Minnesota
$1.38M -$806K -3,607 -36%
SAM
712
Stembrook Asset Management
New Jersey
$1.38M -$6.26K -28 -0.4%
ISFAN
713
Investor's Fiduciary Advisor Network
Washington
$1.38M -$193K -863 -12%
SCM
714
Saxony Capital Management
Missouri
$1.37M +$333K +1,491 +31%
AIA
715
Arbor Investment Advisors
North Carolina
$1.36M -$25K -112 -2%
TPWA
716
TRUE Private Wealth Advisors
Oregon
$1.36M +$104K +465 +8%
HP
717
Holistic Planning
Texas
$1.36M +$13.4K +60 +1%
CCM
718
Condor Capital Management
New Jersey
$1.36M -$2.24K -10 -0.2%
1IA
719
1834 Investment Advisors
Wisconsin
$1.35M -$19K -85 -1%
FLPIM
720
F.L. Putnam Investment Management
Massachusetts
$1.35M -$102K -458 -7%
Wellington Management Group
721
Wellington Management Group
Massachusetts
$1.35M
CCA
722
Cadent Capital Advisors
Oklahoma
$1.34M +$6.26K +28 +0.5%
PD
723
Planning Directions
Pennsylvania
$1.33M -$96.4K -431 -7%
HCA
724
Harpswell Capital Advisors
Maine
$1.33M +$89.4K +400 +7%
BGAI
725
Bruce G. Allen Investments
Colorado
$1.33M +$52.5K +235 +4%