We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HJMC
926
Hellman Jordan Management Company
Massachusetts
$201K
EK
927
Evensky & Katz
Florida
$194K -$15.4K -97 -7%
GWS
928
Glassman Wealth Services
Virginia
$193K
Franklin Resources
929
Franklin Resources
California
$191K +$61K +384 +41%
DWMG
930
DB Wealth Management Group
California
$188K +$19.1K +120 +10%
HBW
931
Hazlett, Burt & Watson
West Virginia
$187K +$953 +6 +0.5%
CT
932
Colonial Trust
South Carolina
$181K +$200K +1,260 New
GI
933
Gradient Investments
Minnesota
$175K -$44.3K -279 -19%
S
934
Surevest
California
$171K +$477 +3 +0.3%
ECM
935
EMC Capital Management
Texas
$170K
TH
936
TCTC Holdings
Texas
$166K
WB
937
West Bancorporation
Iowa
$160K
LCM
938
Logan Capital Management
Pennsylvania
$152K
JGIA
939
Jackson Grant Investment Advisers
Connecticut
$148K +$794 +5 +0.5%
SN
940
Sittner & Nelson
Oregon
$147K
NL
941
NVWM LLC
Pennsylvania
$143K -$9.85K -62 -6%
BWM
942
BerganKDV Wealth Management
Minnesota
$143K
CT
943
Clearstead Trust
Maine
$138K +$151K +948 +6,771%
IIL
944
Insight Inv LLC
California
$134K
RG
945
Retirement Group
California
$132K -$1.01M -6,347 -87%
FPB
946
First PREMIER Bank
South Dakota
$130K
EBA
947
Eagle Bay Advisors
New York
$128K +$109K +689 +333%
TCM
948
TD Capital Management
Tennessee
$126K +$140K +880 New
HS
949
Horan Securities
United States
$120K +$24.8K +156 +23%
HI
950
Hudock Inc
Pennsylvania
$119K +$477 +3 +0.4%