We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rothschild Investment LLC
1276
Rothschild Investment LLC
Illinois
$312K +$100K +447 +45%
FFA
1277
Florida Financial Advisors
Florida
$312K +$321K +1,434 New
GCM
1278
Gambit Capital Management
Tennessee
$311K -$80.9K -362 -20%
HAP
1279
Harbor Asset Planning
Massachusetts
$311K +$1.79K +8 +0.6%
PEA
1280
Park Edge Advisors
Ohio
$311K – – –
Simplicity Wealth
1281
Simplicity Wealth
New Jersey
$310K +$319K +1,429 New
APW
1282
Axim Planning & Wealth
Ohio
$309K +$42.5K +190 +15%
WHCI
1283
W.H. Cornerstone Investments
Massachusetts
$309K +$1.79K +8 +0.6%
HAS
1284
Holland Advisory Services
Florida
$308K +$671 +3 +0.2%
YWM
1285
Yoder Wealth Management
California
$308K – – –
SFMG
1286
Sage Financial Management Group
Virginia
$307K – – –
Exchange Traded Concepts
1287
Exchange Traded Concepts
Oklahoma
$307K -$44.3K -198 -12%
Ocean Park Asset Management
1288
Ocean Park Asset Management
California
$307K -$44.3K -198 -12%
FB
1289
Finward Bancorp
Indiana
$305K -$49.2K -220 -14%
Strategic Financial Services
1290
Strategic Financial Services
New York
$305K – – –
Iconiq Capital
1291
Iconiq Capital
California
$304K +$224 +1 +0.1%
Inspire Advisors
1292
Inspire Advisors
Idaho
$303K +$5.36K +24 +2%
WI
1293
WrapManager Inc
California
$303K -$26.6K -119 -8%
TH
1294
Team Hewins
California
$302K -$42.5K -190 -12%
SVB Wealth
1295
SVB Wealth
Massachusetts
$302K -$24.6K -110 -7%
Sound Income Strategies
1296
Sound Income Strategies
Florida
$302K -$21.7K -97 -7%
WPWM
1297
Western Pacific Wealth Management
Illinois
$301K +$309K +1,384 New
Sovran Advisors
1298
Sovran Advisors
California
$301K -$16.1K -72 -5%
VCM
1299
Vivaldi Capital Management
Illinois
$300K – – –
TL
1300
Tradewinds LLC
North Carolina
$300K +$32.9K +147 +13%