We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
851
Wealth Preservation Advisors
Tennessee
$731K
LSPW
852
Lake Street Private Wealth
Illinois
$728K
GWS
853
Glassman Wealth Services
Virginia
$726K
GFL
854
Granite FO LLC
New Hampshire
$724K
SHF
855
Stage Harbor Financial
Massachusetts
$722K -$58.5K -316 -8%
AWP
856
Accretive Wealth Partners
New Jersey
$722K
PPW
857
Parcion Private Wealth
Washington
$721K -$23.1K -125 -3%
MCA
858
Magnolia Capital Advisors
Mississippi
$720K +$55.5K +300 +9%
CT
859
Caldwell Trust
Florida
$716K -$926 -5 -0.1%
SXL
860
Summit X LLC
Missouri
$711K +$337K +1,823 +100%
WFAG
861
Wescott Financial Advisory Group
Pennsylvania
$709K -$327K -1,765 -33%
AWM
862
Axxcess Wealth Management
California
$709K +$673K +3,638 New
LW
863
Libra Wealth
California
$707K +$185 +1 +0%
WC
864
Westhampton Capital
North Carolina
$707K
MAG
865
Mayfair Advisory Group
Alabama
$707K +$18.9K +102 +3%
HPM
866
Hoxton Planning & Management
West Virginia
$703K +$100K +540 +18%
CTA
867
Chesley Taft & Associates
Illinois
$700K -$7.4K -40 -1%
SCA
868
Snowden Capital Advisors
New York
$692K -$38.1K -206 -6%
EWM
869
Evermay Wealth Management
Virginia
$690K -$14.6K -79 -2%
BCM
870
Becker Capital Management
Oregon
$689K +$2.78K +15 +0.4%
KNFPWM
871
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$688K -$3.7K -20 -0.6%
AFO
872
Arrowroot Family Office
California
$688K +$653K +3,527 New
LPP
873
Life Planning Partners
Florida
$687K -$13K -70 -2%
KA
874
Klingman & Associates
New York
$687K +$10.7K +58 +2%
Franklin Resources
875
Franklin Resources
California
$685K -$9.26K -50 -1%