We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1351
Intelligence Driven Advisers
California
$263K +$1.56K +7 +0.6%
UFPG
1352
United Financial Planning Group
New York
$263K +$258K +1,155 +2,139%
FCM
1353
Fell Capital Management
California
$262K – – –
TF
1354
Tandem Financial
Colorado
$262K +$269K +1,205 New
TA
1355
TruWealth Advisors
Louisiana
$261K – – –
HBW
1356
Hazlett, Burt & Watson
West Virginia
$261K +$224 +1 +0.1%
Renaissance Technologies
1357
Renaissance Technologies
New York
$261K +$268K +1,200 New
BWP
1358
Balboa Wealth Partners
Arizona
$259K -$11K -49 -4%
RFP
1359
RCS Financial Planning
Maryland
$258K – – –
WP
1360
Walleye Partners
Wisconsin
$258K -$18.3K -82 -6%
PGIM Custom Harvest
1361
PGIM Custom Harvest
New Jersey
$258K +$894 +4 +0.3%
WAM
1362
WNY Asset Management
New York
$258K +$265K +1,186 New
RBC
1363
Romano Brothers & Co
Illinois
$257K – – –
SWM
1364
SilverOak Wealth Management
Minnesota
$257K – – –
GC
1365
Gilbert & Cook
Iowa
$254K – – –
SNBOSCI
1366
Security National Bank of Sioux City Iowa
Iowa
$253K +$261K +1,166 New
NEWAS
1367
N.E.W. Advisory Services
Wisconsin
$252K +$224 +1 +0.1%
ALWM
1368
Andrews Lucia Wealth Management
California
$252K – – –
DF
1369
Daviman Financial
Indiana
$251K -$38.7K -173 -13%
WIA
1370
Wetzel Investment Advisors
Indiana
$250K +$258K +1,153 New
GSWM
1371
Golden State Wealth Management
California
$250K -$32.9K -147 -11%
EFG
1372
Ehrlich Financial Group
California
$250K -$3.13K -14 -1%
B
1373
Bayban
Minnesota
$250K – – –
Advisors Capital Management
1374
Advisors Capital Management
New Jersey
$250K +$18.8K +84 +8%
Capital Group Private Client Services
1375
Capital Group Private Client Services
California
$249K +$8.94K +40 +4%