We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAMG
1226
Milestone Asset Management Group
Connecticut
$327K +$419 +2 +0.1%
LA
1227
LWM Advisors
California
$327K
SFS
1228
Strategic Financial Services
New York
$326K +$50.3K +240 +21%
GJWM
1229
Gilliland Jeter Wealth Management
Arkansas
$325K
OFI
1230
Outbound Financial Inc
Colorado
$325K
RBFC
1231
Roman Butler Fullerton & Co
Missouri
$325K +$419 +2 +0.1%
GWP
1232
Gateway Wealth Partners
Wisconsin
$324K
AWM
1233
Axxcess Wealth Management
California
$323K -$134K -642 -30%
KPWM
1234
KDK Private Wealth Management
Texas
$321K -$6.07K -29 -2%
WI
1235
WrapManager Inc
California
$321K -$44.8K -214 -12%
TWM
1236
Thrive Wealth Management
Pennsylvania
$320K -$73.3K -350 -19%
SA
1237
Stewardship Advisors
Pennsylvania
$319K +$7.33K +35 +2%
KFP
1238
KMG Fiduciary Partners
Ohio
$319K +$315K +1,504 New
DP
1239
Dearborn Partners
Illinois
$318K +$33.9K +162 +12%
AA
1240
Argent Advisors
Louisiana
$318K -$21.1K -101 -6%
SW
1241
SVB Wealth
Massachusetts
$318K
RSWA
1242
Robinson Smith Wealth Advisors
Maine
$317K -$6.28K -30 -2%
MPCL
1243
My Personal CFO LLC
Washington
$317K +$38.5K +184 +14%
PP
1244
Pearl Planning
Michigan
$316K +$312K +1,490 New
RCAG
1245
Rehmann Capital Advisory Group
Michigan
$312K +$27K +129 +10%
HIS
1246
Horizon Investment Services
Indiana
$311K +$9.84K +47 +3%
SC
1247
Solstein Capital
California
$310K +$306K +1,463 New
UBS AM
1248
UBS AM
Illinois
$309K +$305K +1,457 New
FA
1249
Flagstar Advisors
New York
$308K -$19.7K -94 -6%
JWM
1250
Jeppson Wealth Management
California
$308K