We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1201
Coston McIsaac & Partners
Maine
$2K
FP
1202
Financial Perspectives
Minnesota
$1.43K
IBOK
1203
Independence Bank of Kentucky
Kentucky
$1.43K
MIM
1204
Macroview Investment Management
Maryland
$1.43K
SSC
1205
Syverson Strege & Co
Iowa
$1.43K +$1.49K +9 New
RTC
1206
Riverview Trust Company
Washington
$1.11K +$1.16K +7 New
RFA
1207
Register Financial Advisors
Georgia
$318 +$331 +2 New
KHC
1208
Koesten Hirschmann & Crabtree
Kansas
$197 +$166 +1 New
OPAM
1209
Ocean Park Asset Management
California
-$20.8M -131,000 Closed
QWM
1210
Quaker Wealth Management
New Jersey
-$5.85M -36,816 Closed
TWA
1211
Tillar-Wenstrup Advisors
Ohio
-$5.35M -33,692 Closed
FA
1212
Fermata Advisors
California
-$1.42M -8,956 Closed
CWMGP
1213
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$1.19M -7,521 Closed
BP
1214
BBR Partners
New York
-$1.12M -7,082 Closed
RFG
1215
RFP Financial Group
Georgia
-$1.11M -6,986 Closed
WFAG
1216
Worth Financial Advisory Group
North Carolina
-$1.06M -6,704 Closed
FFG
1217
Ford Financial Group
California
-$1M -6,316 Closed
AFA
1218
Arlington Financial Advisors
California
-$851K -5,357 Closed
Renaissance Technologies
1219
Renaissance Technologies
New York
-$715K -4,500 Closed
MHS
1220
M Holdings Securities
Oregon
-$733K -4,429 Closed
Vanguard Personalized Indexing Management
1221
Vanguard Personalized Indexing Management
California
-$691K -4,349 Closed
LCM
1222
Leisure Capital Management
California
-$614K -3,868 Closed
GCA
1223
Greenwood Capital Associates
South Carolina
-$546K -3,439 Closed
PLU
1224
Performa Ltd (US)
South Carolina
-$535K -3,370 Closed
CWA
1225
Canvas Wealth Advisors
Kansas
-$511K -3,082 Closed