We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1426
Abound Wealth Management
Tennessee
$71K – – –
LDB
1427
Lee, Danner & Bass
Tennessee
$69.4K +$71.8K +350 New
JFG
1428
JDM Financial Group
Texas
$67.6K +$41.3K +201 +144%
HC
1429
Hurley Capital
New York
$64.6K +$66.5K +324 New
MFA
1430
Morling Financial Advisors
California
$64.4K +$66.7K +325 New
HPC
1431
HM Payson & Co
Maine
$64.2K +$66.5K +324 New
CIA
1432
Cape Investment Advisory
Georgia
$63.6K +$205 +1 +0.3%
BCMLT
1433
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.9K +$411 +2 +0.6%
SIC
1434
SJS Investment Consulting
Ohio
$62.8K -$3.08K -15 -5%
KFP
1435
Keener Financial Planning
Texas
$61K +$3.08K +15 +5%
FGC
1436
Financial Gravity Companies
Texas
$57.6K +$205 +1 +0.3%
MFG
1437
Menard Financial Group
Texas
$57.5K +$59.5K +290 New
CPG
1438
Cornerstone Planning Group
New Jersey
$55K -$178K -868 -76%
PCFFS
1439
Pacific Center for Financial Services
California
$54.9K – – –
VWM
1440
Vermillion Wealth Management
Minnesota
$52.5K +$54.4K +265 New
AAG
1441
Armstrong Advisory Group
Massachusetts
$51.5K +$1.23K +6 +2%
CPA
1442
Compass Planning Associates
Massachusetts
$49.8K +$51.5K +251 New
CIAS
1443
CBIZ Investment Advisory Services
Ohio
$49.1K – – –
IWP
1444
IAG Wealth Partners
Wisconsin
$48.6K -$2.05K -10 -4%
ITIM
1445
Indiana Trust & Investment Management
Indiana
$48.6K – – –
Barclays
1446
Barclays
United Kingdom
$47.6K – – –
PCM
1447
Perritt Capital Management
Illinois
$47K +$205 +1 +0.4%
DMIC
1448
Dixon Mitchell Investment Counsel
British Columbia, Canada
$46.6K – – –
PC
1449
Promus Capital
Illinois
$46.2K +$47.8K +233 New
HCM
1450
Horrell Capital Management
Arkansas
$46K +$47.6K +232 New