We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
726
Planning Directions
Pennsylvania
$1.46M -$32.6K -140 -2%
UAG
727
United Advisor Group
Ohio
$1.45M +$29.1K +125 +2%
MF
728
Meridian Financial
Massachusetts
$1.45M -$4.88K -21 -0.4%
BPW
729
BlueDoor Private Wealth
Massachusetts
$1.45M -$233K -1,000 -14%
WIP
730
WealthCare Investment Partners
Rhode Island
$1.44M -$151K -647 -10%
CPA
731
Clear Point Advisors
New York
$1.43M +$1.37M +5,892 New
FLPIM
732
F.L. Putnam Investment Management
Massachusetts
$1.43M -$78.2K -336 -5%
CAC
733
Certified Advisory Corp
Florida
$1.42M -$27.4K -118 -2%
MWM
734
Maridea Wealth Management
New York
$1.41M +$62.3K +268 +5%
BIM
735
Baldwin Investment Management
Pennsylvania
$1.39M +$236K +1,013 +22%
PMG
736
ProVise Management Group
Florida
$1.39M -$51.4K -221 -4%
IA
737
Insight Advisors
Pennsylvania
$1.38M -$14.4K -62 -1%
ATI
738
ARK & TLK Investments
Oklahoma
$1.38M -$14.2K -61 -1%
SAW
739
Signal Advisors Wealth
Michigan
$1.38M +$503K +2,164 +62%
EHAM
740
Eagle Harbor Asset Management
Washington
$1.38M -$55.8K -240 -4%
IP
741
Indivisible Partners
Florida
$1.36M -$44.4K -191 -3%
CCG
742
Chatham Capital Group
Georgia
$1.36M – – –
RSWM
743
Robertson Stephens Wealth Management
California
$1.35M -$71.9K -309 -5%
UBS AM
744
UBS AM
Illinois
$1.35M -$1.46M -6,265 -53%
PHS
745
Pekin Hardy Strauss
Illinois
$1.34M -$10.5K -45 -0.8%
GIA
746
Gladstone Institutional Advisory
Florida
$1.33M +$159K +685 +14%
CW
747
Cooksen Wealth
Texas
$1.33M -$128K -551 -9%
LIA
748
Lynx Investment Advisory
District of Columbia
$1.32M +$968K +4,162 +326%
MWM
749
Maimon Wealth Management
Israel
$1.31M +$17.2K +74 +1%
CAM
750
Clark Asset Management
New Hampshire
$1.31M +$379K +1,630 +43%