We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Krilogy Financial
901
Krilogy Financial
Missouri
$287K -$16.9K -97 -6%
SSWM
902
Sheets Smith Wealth Management
North Carolina
$287K -$12.7K -73 -4%
SF
903
Safeguard Financial
Wisconsin
$287K +$284K +1,633 New
KFGK
904
Keystone Financial Group (Kentucky)
Kentucky
$282K +$522 +3 +0.2%
HVP
905
Hudson Value Partners
Florida
$278K +$13.4K +77 +5%
PWMAG
906
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$275K +1,581 New
HAS
907
HBW Advisory Services
California
$276K -$24.2K -139 -8%
NAS
908
Nicolet Advisory Services
Wisconsin
$276K +$174 +1 +0.1%
CI
909
Ceera Investments
Texas
$275K -$6.08K -35 -2%
Wedbush Securities
910
Wedbush Securities
California
$275K +$17.9K +103 +7%
PFBT
911
Parkside Financial Bank & Trust
Missouri
$274K – – –
NLP
912
Next Level Private
New York
$274K +$3.83K +22 +1%
SignatureFD
913
SignatureFD
Georgia
$273K +$20.5K +118 +8%
SWRP
914
Summit Wealth & Retirement Planning
California
$270K +$67.8K +390 +34%
FA
915
Fiducient Advisors
Illinois
$267K – – –
GLA
916
Good Life Advisors
Pennsylvania
$267K +$55.8K +321 +27%
SAM
917
Summit Asset Management
Tennessee
$264K – – –
SAM
918
Seelaus Asset Management
New Jersey
$264K +$2.43K +14 +0.9%
SFG
919
StrategIQ Financial Group
Indiana
$263K – – –
HCA
920
Harbour Capital Advisors
Virginia
$262K – – –
Shelton Capital Management
921
Shelton Capital Management
Colorado
$262K +$259K +1,490 New
CAC
922
Certified Advisory Corp
Florida
$261K +$22.9K +132 +10%
PG
923
Proffitt & Goodson
Tennessee
$261K +$257K +1,481 New
CWP
924
Corepath Wealth Partners
Arizona
$260K – – –
TSWM
925
Tyler-Stone Wealth Management
Ohio
$260K +$5.74K +33 +2%