We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1376
Halbert Hargrove Global Advisors
California
$142K +$147K +718 New
CA
1377
Crewe Advisors
Utah
$138K – – –
SAM
1378
Synergy Asset Management
Washington
$138K +$141K +685 New
CIAS
1379
Capital Investment Advisory Services
North Carolina
$137K -$17.4K -85 -11%
APW
1380
Atlantic Private Wealth
North Carolina
$133K +$205 +1 +0.1%
ME
1381
McIlrath & Eck
Washington
$132K – – –
WPA
1382
West Paces Advisors
Georgia
$131K -$31.8K -155 -19%
PA
1383
PSI Advisors
Florida
$131K – – –
Q1WB
1384
Quest 10 Wealth Builders
Virginia
$127K +$132K +641 New
TIM
1385
Thompson Investment Management
Wisconsin
$126K +$71.2K +347 +120%
Lazard Asset Management
1386
Lazard Asset Management
New York
$120K – – –
FMB
1387
Field & Main Bank
Kentucky
$119K – – –
FLP
1388
Financial Life Planners
Arizona
$117K +$121K +590 New
CCP
1389
Clarkston Capital Partners
Michigan
$116K – – –
BL
1390
BFSG LLC
California
$113K -$2.05K -10 -2%
CFO
1391
Colony Family Offices
North Carolina
$112K +$116K +565 New
EFP
1392
EnRich Financial Partners
Wisconsin
$109K – – –
BA
1393
Bristlecone Advisors
Washington
$109K +$1.44K +7 +1%
CW
1394
Curio Wealth
Maryland
$108K +$112K +547 New
IRC
1395
Investors Research Corp
Georgia
$108K – – –
FFA
1396
Founders Financial Alliance
North Carolina
$106K +$205 +1 +0.2%
OC
1397
Oarsman Capital
Wisconsin
$106K +$411 +2 +0.4%
MLA
1398
MB, Levis & Associates
Pennsylvania
$103K +$26.1K +127 +32%
CWM
1399
Centricity Wealth Management
Ohio
$102K +$106K +517 New
SFC
1400
SYM Financial Corp
Indiana
$101K +$2.26K +11 +2%