We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1376
Cedar Brook Financial Partners
Ohio
-$2.97M -15,471 Closed
LWMNY
1377
Landmark Wealth Management (New York)
New York
-$2.77M -14,443 Closed
HF
1378
HRT Financial
New York
-$2.34M -12,183 Closed
TI
1379
Tidal Investments
Wisconsin
-$1.86M -9,680 Closed
PS
1380
Portfolio Strategies
New York
-$1.62M -8,447 Closed
HIC
1381
Hartline Investment Corp
Illinois
-$1.33M -6,920 Closed
HA
1382
HC Advisors
Georgia
-$1.17M -6,117 Closed
BWM
1383
BCS Wealth Management
Tennessee
-$1.02M -5,329 Closed
DBRC
1384
D.B. Root & Company
Pennsylvania
-$763K -3,974 Closed
SWM
1385
Soundmark Wealth Management
Washington
-$747K -3,894 Closed
CAM
1386
Clark Asset Management
New Hampshire
-$550K -2,865 Closed
Renaissance Technologies
1387
Renaissance Technologies
New York
-$537K -2,800 Closed
PCM
1388
Peirce Capital Management
Texas
-$522K -2,720 Closed
KFGK
1389
Keystone Financial Group (Kentucky)
Kentucky
-$467K -2,435 Closed
MCM
1390
Morton Capital Management
California
-$438K -2,282 Closed
CWA
1391
Consilium Wealth Advisory
Texas
-$384K -2,000 Closed
OFS
1392
OneAscent Financial Services
Alabama
-$375K -1,954 Closed
HAS
1393
HBW Advisory Services
California
-$346K -1,924 Closed
C
1394
Certuity
Florida
-$365K -1,903 Closed
AT
1395
American Trust
Kentucky
-$351K -1,831 Closed
FOA
1396
Five Oceans Advisors
California
-$330K -1,717 Closed
BAM
1397
BTS Asset Management
Massachusetts
-$328K -1,716 Closed
MA
1398
Mezzasalma Advisors
New Jersey
-$310K -1,616 Closed
WP
1399
Westmount Partners
California
-$297K -1,550 Closed
HWP
1400
Hibernia Wealth Partners
Louisiana
-$271K -1,414 Closed