We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
Towerpoint Wealth
California
$7.92M +$424K +3,258 +6%
CWM
102
Connecticut Wealth Management
Connecticut
$7.84M +$7.81M +60,079 New
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$7.84M +$412K +3,165 +6%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$7.82M +$327K +2,515 +4%
PCG
105
Private Capital Group
Connecticut
$7.8M -$1.39M -10,658 -16%
TWP
106
Total Wealth Planning
Ohio
$7.79M +$85.8K +660 +1%
CWM
107
Cornerstone Wealth Management
Missouri
$7.74M +$120K +925 +2%
MA
108
MUFG Americas
New York
$7.64M -$856K -6,581 -10%
ONB
109
Old National Bancorp
Indiana
$7.6M -$505K -3,886 -6%
RWP
110
RWA Wealth Partners
Massachusetts
$7.59M +$418K +3,216 +6%
Kovitz Investment Group Partners
111
Kovitz Investment Group Partners
Illinois
$7.54M +$16.3K +125 +0.2%
BWM
112
Brickley Wealth Management
California
$7.44M +$32.4K +249 +0.4%
NWM
113
Northwest Wealth Management
Iowa
$7.34M +$357K +2,747 +5%
GFPC
114
Global Financial Private Capital
Florida
$7.27M +$5.75M +44,242 +398%
GWA
115
Guidant Wealth Advisors
Illinois
$6.54M +$245K +1,882 +4%
SS
116
Simplicity Solutions
Minnesota
$6.48M +$3.67M +28,232 +132%
FHA
117
First Horizon Advisors
Tennessee
$6.43M -$1.16M -8,918 -15%
SPIA
118
Steward Partners Investment Advisory
New York
$6.42M +$208K +1,600 +3%
FCI
119
Financial Counselors Inc
Kansas
$6.41M +$64.2K +494 +1%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$6.23M +$510K +3,919 +9%
PPP
121
Private Portfolio Partners
New Jersey
$6.15M +$781K +6,007 +15%
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
$6.05M -$88.7K -682 -1%
AWM
123
Avior Wealth Management
Nebraska
$6.05M +$33.4K +257 +0.6%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$6.01M -$121K -930 -2%
AIS
125
American Investment Services
Massachusetts
$5.96M -$2.77M -21,307 -32%