We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
726
Wealthstream Advisors
New York
$554K +$551K +3,099 New
CIA
727
Compass Ion Advisors
Pennsylvania
$552K +$308K +1,733 +128%
PA
728
Procyon Advisors
Connecticut
$551K -$8.18K -46 -1%
IFG
729
Investors Financial Group
Minnesota
$545K +$79.8K +449 +17%
GWM
730
Grand Wealth Management
Michigan
$545K +$542K +3,050 New
VCM
731
Vivaldi Capital Management
Illinois
$542K +$178 +1 +0%
CW
732
CreativeOne Wealth
Kansas
$541K +$133K +746 +33%
MWM
733
Meridian Wealth Management
Kentucky
$540K +$2.13K +12 +0.4%
UI
734
Unconventional Investor
New Hampshire
$539K +$535K +3,011 New
DWM
735
Dopkins Wealth Management
New York
$538K +$535K +3,008 New
PTC
736
Private Trust Company
Ohio
$533K +$17.8K +100 +3%
AHC
737
Anderson Hoagland & Co
Missouri
$530K – – –
GC
738
Gibson Capital
Pennsylvania
$526K -$18.9K -106 -3%
RA
739
Resolute Advisors
California
$523K +$3.38K +19 +0.7%
SS
740
Simplicity Solutions
Minnesota
$515K -$6.32M -35,537 -93%
LSPW
741
Lake Street Private Wealth
Illinois
$513K +$101K +569 +25%
BWP
742
Baldwin Wealth Partners
Massachusetts
$510K – – –
RWI
743
Red Wave Investments
Pennsylvania
$508K – – –
GT
744
Glenview Trust
Kentucky
$502K -$9.96K -56 -2%
BFC
745
Bedel Financial Consulting
Indiana
$502K +$8.71K +49 +2%
WA
746
Wealth Alliance
New York
$501K +$25.4K +143 +5%
EPWM
747
Essex Private Wealth Management
Massachusetts
$495K – – –
FCA
748
FinTrust Capital Advisors
South Carolina
$495K +$305K +1,714 +163%
Wealthfront Advisers
749
Wealthfront Advisers
California
$493K +$186K +1,044 +61%
TAM
750
Townsend Asset Management
North Carolina
$490K +$2.31K +13 +0.5%