We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGIM Custom Harvest
951
PGIM Custom Harvest
New Jersey
$417K +$392K +2,172 New
SAM
952
SignalPoint Asset Management
Missouri
$416K +$18.6K +103 +5%
PFBT
953
Parkside Financial Bank & Trust
Missouri
$415K -$3.79K -21 -1%
VCM
954
Virtue Capital Management
Tennessee
$415K -$3.43K -19 -0.8%
SWP
955
Summit Wealth Partners
Florida
$415K +$390K +2,161 New
Glenview Trust
956
Glenview Trust
Kentucky
$412K -$136K -754 -26%
KWAG
957
Kiely Wealth Advisory Group
North Carolina
$411K +$107K +591 +36%
Burney Company
958
Burney Company
Virginia
$409K +$80.1K +444 +26%
PWW
959
Pettyjohn Wood & White
Virginia
$407K – – –
DWMS
960
Dominguez Wealth Management Solutions
Virginia
$405K +$722 +4 +0.2%
CP
961
Camelot Portfolios
Ohio
$404K -$135K -748 -26%
RI
962
Ridgewood Investments
New Jersey
$399K +$52.5K +291 +16%
HBK Sorce Advisory
963
HBK Sorce Advisory
Pennsylvania
$398K -$404K -2,240 -52%
CWM
964
Cahill Wealth Management
Michigan
$398K – – –
DWP
965
Destiny Wealth Partners
Florida
$396K – – –
Freestone Capital Holdings
966
Freestone Capital Holdings
Washington
$395K +$74.2K +411 +25%
Procyon Advisors
967
Procyon Advisors
Connecticut
$394K -$3.43K -19 -0.9%
KF
968
KKM Financial
Illinois
$393K – – –
PB
969
Pinnacle Bancorp
Nebraska
$391K -$180 -1 -0%
Vanguard Personalized Indexing Management
970
Vanguard Personalized Indexing Management
California
$389K – – –
SDJVC
971
St. Denis J. Villere & Co
Louisiana
$388K +$156K +865 +75%
KP
972
Keel Point
Alabama
$388K -$96.5K -535 -21%
Accredited Investors
973
Accredited Investors
Minnesota
$387K – – –
CB
974
Cadence Bank
Mississippi
$386K -$24K -133 -6%
CWA
975
Consilium Wealth Advisory
Texas
$384K – – –