We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1051
R.M. Davis Inc
Maine
$213K -$2.05K -13 -1%
FLA
1052
Financial Life Advisors
Texas
$212K -$222K -1,410 -52%
WAG
1053
Winthrop Advisory Group
Massachusetts
$211K -$42.5K -270 -17%
SCA
1054
Sage Capital Advisors
South Dakota
$210K +$787 +5 +0.4%
RBC
1055
Romano Brothers & Co
Illinois
$209K
LPAM
1056
Lodestar Private Asset Management
California
$208K +$198K +1,258 New
DCM
1057
Dimension Capital Management
Florida
$208K +$198K +1,258 New
FPCG
1058
Forum Private Client Group
Indiana
$208K +$198K +1,257 New
NEPWA
1059
New England Private Wealth Advisors
Massachusetts
$206K +$196K +1,245 New
B
1060
BetterWealth
California
$206K +$196K +1,246 New
HCA
1061
Harbour Capital Advisors
Virginia
$206K -$11.8K -75 -6%
RCAG
1062
Rehmann Capital Advisory Group
Michigan
$205K -$8.82K -56 -4%
KFI
1063
Key Financial Inc
Pennsylvania
$205K
VBWMG
1064
Von Berge Wealth Management Group
California
$203K +$193K +1,229 New
JAFL
1065
Jay A. Fishman Ltd
Michigan
$203K +$193K +1,225 New
ASI
1066
Advisory Services & Investments
Oregon
$202K +$192K +1,221 New
IFO
1067
Independent Family Office
New York
$201K +$192K +1,217 New
SDWMA
1068
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$191K +1,216 New
SEP
1069
Southland Equity Partners
Missouri
$201K +$191K +1,214 New
CWR
1070
Chico Wealth RIA
California
$200K +$190K +1,210 New
GWMI
1071
Guardian Wealth Management (Illinois)
Illinois
$199K +$8.66K +55 +5%
Franklin Resources
1072
Franklin Resources
California
$195K +$2.99K +19 +2%
IF
1073
Integrity Financial
Wyoming
$183K +$12K +76 +7%
MJRIC
1074
Mogy Joel R Investment Counsel
California
$182K
AIC
1075
Archer Investment Corporation
Indiana
$178K