We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
1076
Evensky & Katz
Florida
$281K -$18.1K -98 -6%
RCP
1077
Rothschild Capital Partners
New York
$281K +$49.7K +269 +21%
RSWA
1078
Robinson Smith Wealth Advisors
Maine
$279K +$5.17K +28 +2%
AA
1079
Argent Advisors
Louisiana
$278K – – –
CIA
1080
Capital Investment Advisors
Georgia
$277K -$14.6K -79 -5%
SPWM
1081
Schrum Private Wealth Management
Florida
$275K – – –
GWSG
1082
GPS Wealth Strategies Group
Colorado
$274K +$265K +1,437 +2,211%
SAM
1083
Summit Asset Management
Tennessee
$274K – – –
FAM
1084
Formidable Asset Management
Ohio
$273K +$277K +1,498 New
HIS
1085
Horizon Investment Services
Indiana
$273K – – –
CCFM
1086
Clear Creek Financial Management
Washington
$272K +$46.6K +252 +20%
Russell Investments Group
1087
Russell Investments Group
United Kingdom
$271K +$74.3K +402 +37%
WCWM
1088
Willow Creek Wealth Management
California
$270K – – –
RBC
1089
Romano Brothers & Co
Illinois
$269K +$57.3K +310 +27%
LB
1090
Legacy Bridge
Iowa
$266K -$11.1K -60 -4%
MW
1091
Marcum Wealth
Ohio
$265K -$924 -5 -0.3%
TCPG
1092
Trivant Custom Portfolio Group
California
$265K – – –
YWM
1093
Yoder Wealth Management
California
$265K – – –
WPW
1094
Watershed Private Wealth
Illinois
$263K – – –
IIA
1095
Integral Investment Advisors
California
$261K -$6.46K -35 -2%
LWM
1096
LJI Wealth Management
Indiana
$260K – – –
GWANC
1097
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K -$38.1K -206 -13%
PO
1098
Private Ocean
California
$259K – – –
VPWA
1099
Vestia Personal Wealth Advisors
Indiana
$259K +$262K +1,417 New
GC
1100
Guidance Capital
Kentucky
$257K -$540K -2,923 -69%