We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Connecticut Wealth Management
Connecticut
$7.84M +$7.81M +60,079 New
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$7.84M +$412K +3,165 +6%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$7.82M +$327K +2,515 +4%
PCG
104
Private Capital Group
Connecticut
$7.8M -$1.39M -10,658 -16%
TWP
105
Total Wealth Planning
Ohio
$7.79M +$85.8K +660 +1%
CWM
106
Cornerstone Wealth Management
Missouri
$7.74M +$120K +925 +2%
MA
107
MUFG Americas
New York
$7.64M -$856K -6,581 -10%
ONB
108
Old National Bancorp
Indiana
$7.6M -$505K -3,886 -6%
RWP
109
RWA Wealth Partners
Massachusetts
$7.59M +$418K +3,216 +6%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$7.54M +$16.3K +125 +0.2%
BWM
111
Brickley Wealth Management
California
$7.44M +$32.4K +249 +0.4%
NWM
112
Northwest Wealth Management
Iowa
$7.34M +$357K +2,747 +5%
GFPC
113
Global Financial Private Capital
Florida
$7.27M +$5.75M +44,242 +398%
GWA
114
Guidant Wealth Advisors
Illinois
$6.54M +$245K +1,882 +4%
SS
115
Simplicity Solutions
Minnesota
$6.48M +$3.67M +28,232 +132%
FHA
116
First Horizon Advisors
Tennessee
$6.43M -$1.16M -8,918 -15%
SPIA
117
Steward Partners Investment Advisory
New York
$6.42M +$208K +1,600 +3%
FCI
118
Financial Counselors Inc
Kansas
$6.41M +$64.2K +494 +1%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$6.23M +$510K +3,919 +9%
PPP
120
Private Portfolio Partners
New Jersey
$6.15M +$781K +6,007 +15%
BWFA
121
Baltimore-Washington Financial Advisors
Maryland
$6.05M -$88.7K -682 -1%
AWM
122
Avior Wealth Management
Nebraska
$6.05M +$33.4K +257 +0.6%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$6.01M -$121K -930 -2%
AIS
124
American Investment Services
Massachusetts
$5.96M -$2.77M -21,307 -32%
SWM
125
Shakespeare Wealth Management
Wisconsin
$5.88M +$375K +2,882 +7%