We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
1101
Next Level Private
New York
$369K +$411 +2 +0.1%
BF
1102
Bonfire Financial
Colorado
$369K +$382K +1,860 New
S
1103
SignatureFD
Georgia
$368K +$65.7K +320 +21%
NHT
1104
New Hampshire Trust
New Hampshire
$367K
HWA
1105
HHM Wealth Advisors
Tennessee
$367K
TFCP
1106
Twin Focus Capital Partners
Massachusetts
$367K
CB
1107
Cadence Bank
Mississippi
$366K -$23.2K -113 -6%
OFS
1108
OneAscent Financial Services
Alabama
$365K +$378K +1,843 New
S4W
1109
Solutions 4 Wealth
Texas
$365K
SXL
1110
Summit X LLC
Missouri
$364K +$377K +1,838 New
BWM
1111
Benchmark Wealth Management
Connecticut
$363K +$1.03K +5 +0.3%
BPFA
1112
Barnes Pettey Financial Advisors
Mississippi
$362K +$1.85K +9 +0.5%
SOWAS
1113
Silver Oak Wealth Advisors Services
California
$360K +$373K +1,815 New
AP
1114
Appleton Partners
Massachusetts
$359K -$205 -1 -0.1%
TWM
1115
Thrive Wealth Management
Pennsylvania
$359K -$22.2K -108 -6%
OPPS
1116
Obsidian Personal Planning Solutions
Maryland
$359K
DWP
1117
Daymark Wealth Partners
Ohio
$359K +$13.3K +65 +4%
C1AG
1118
Client 1st Advisory Group
Florida
$358K
PWMAG
1119
Pinnacle Wealth Management Advisory Group
New Jersey
$358K -$2.26K -11 -0.6%
LPAM
1120
Lodestar Private Asset Management
California
$358K -$6.16K -30 -2%
CIC
1121
Cutler Investment Counsel
Oregon
$357K -$171K -831 -32%
GWSG
1122
GPS Wealth Strategies Group
Colorado
$355K -$411 -2 -0.1%
UFA
1123
Uptown Financial Advisors
Texas
$354K +$367K +1,788 New
Russell Investments Group
1124
Russell Investments Group
United Kingdom
$352K +$3.08K +15 +0.9%
FT
1125
Fiduciary Trust
Massachusetts
$350K -$27.7K -135 -7%