We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCP
1151
Kera Capital Partners
California
$467K +$447K +1,923 New
HSA
1152
HBK Sorce Advisory
Pennsylvania
$466K +$10K +43 +2%
BBHC
1153
Brown Brothers Harriman & Co
New York
$465K
SA
1154
Skyline Advisors
Washington
$464K
WCM
1155
Winthrop Capital Management
Indiana
$464K +$233 +1 +0.1%
SW
1156
Simplicity Wealth
New Jersey
$463K +$110K +475 +33%
AGC
1157
Aspen Grove Capital
Colorado
$462K +$233 +1 +0.1%
RC
1158
Rexford Capital
Texas
$462K
AIM
1159
Athena Investment Management
California
$461K -$23.3K -100 -5%
RCP
1160
Rothschild Capital Partners
New York
$461K +$149K +639 +51%
Chevy Chase Trust
1161
Chevy Chase Trust
Maryland
$461K +$441K +1,896 New
SF
1162
SeedSafe Financial
Texas
$460K
QCG
1163
Quadrant Capital Group
Ohio
$459K -$17.7K -76 -4%
SWM
1164
SeaCrest Wealth Management
New York
$455K
RI
1165
Ridgewood Investments
New Jersey
$452K
BWL
1166
Bogart Wealth LLC
Virginia
$451K +$240K +1,030 +124%
TFCP
1167
Twin Focus Capital Partners
Massachusetts
$451K +$1.16K +5 +0.3%
CFS
1168
CGC Financial Services
Oregon
$447K
S4W
1169
Solutions 4 Wealth
Texas
$447K
TP
1170
Thayer Partners
Pennsylvania
$447K +$698 +3 +0.2%
IFPL
1171
Investments & Financial Planning LLC
Kentucky
$447K +$233 +1 +0.1%
EWM
1172
Evercore Wealth Management
New York
$444K
NLP
1173
Next Level Private
New York
$444K +$1.86K +8 +0.4%
SW
1174
SteelPeak Wealth
California
$443K +$206K +887 +95%
WTC
1175
WhitTier Trust Company
Nevada
$439K