We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Precedent Wealth Partners
Texas
$688K +$624K +3,822 New
IA
802
IFG Advisors
Missouri
$686K +$326 +2 +0.1%
O'Shaughnessy Asset Management
803
O'Shaughnessy Asset Management
Connecticut
$686K +$44.1K +270 +8%
UAG
804
United Advisor Group
Ohio
$681K +$612K +3,751 New
APIM
805
Agate Pass Investment Management
Washington
$680K -$37.2K -228 -6%
TVM
806
True Vision MN
Minnesota
$676K +$613K +3,758 New
QFA
807
Quantum Financial Advisors
California
$675K +$12.2K +75 +2%
TPWA
808
TRUE Private Wealth Advisors
Oregon
$674K -$300K -1,837 -33%
CWC
809
Carolinas Wealth Consulting
North Carolina
$674K +$2.94K +18 +0.5%
GLLW
810
Graves Light Lenhart Wealth
Virginia
$673K – – –
GFL
811
Granite FO LLC
New Hampshire
$669K – – –
LSPW
812
Lake Street Private Wealth
Illinois
$668K -$7.18K -44 -1%
HSBC Holdings
813
HSBC Holdings
United Kingdom
$666K +$346K +2,120 +134%
LFA
814
Landmark Financial Advisors
Kentucky
$666K -$653 -4 -0.1%
CHC
815
City Holding Co
West Virginia
$664K -$7.67K -47 -1%
LPP
816
Life Planning Partners
Florida
$663K +$601K +3,683 New
Grimes & Company
817
Grimes & Company
Massachusetts
$660K +$34.6K +212 +6%
PPW
818
Parcion Private Wealth
Washington
$657K +$103K +634 +21%
CAM
819
Cozad Asset Management
Illinois
$657K -$62.8K -385 -10%
BWM
820
BKM Wealth Management
Wisconsin
$657K +$596K +3,648 New
MP
821
McDonald Partners
Ohio
$647K -$49K -300 -8%
SB
822
Strategic Blueprint
Georgia
$646K +$37.1K +227 +7%
IP
823
Intellectus Partners
California
$642K +$108K +664 +23%
GC
824
Guidance Capital
Kentucky
$639K +$39.2K +240 +7%
FFA
825
Fortune Financial Advisors
Kansas
$638K -$70.4K -431 -11%