We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1451
Venturi Wealth Management
Texas
$210K +$216K +968 New
JA
1452
JVL Associates
Michigan
$209K – – –
PW
1453
PUREfi Wealth
Massachusetts
$208K +$447 +2 +0.2%
MAM
1454
McLean Asset Management
Virginia
$208K – – –
Vaughan David Investments
1455
Vaughan David Investments
Illinois
$207K -$28.4K -127 -12%
LA
1456
Lifeworks Advisors
Michigan
$207K -$15.6K -70 -7%
CG
1457
CFO4Life Group
Texas
$207K +$1.12K +5 +0.5%
LNB
1458
Ledyard National Bank
$206K -$7.6K -34 -3%
OHIS
1459
Oak Harvest Investment Services
Texas
$206K -$1.34K -6 -0.6%
CP
1460
Camelot Portfolios
Ohio
$206K -$44.7K -200 -17%
LCA
1461
Legend Capital Advisors
New York
$206K – – –
First National Trust
1462
First National Trust
Pennsylvania
$205K +$211K +944 New
IAG
1463
Ipsen Advisor Group
Arkansas
$205K +$211K +942 New
RIM
1464
RW Investment Management
Idaho
$204K +$210K +941 New
AWM
1465
Angeles Wealth Management
California
$204K +$19.2K +86 +10%
AIS
1466
Accredited Investor Services
Minnesota
$204K -$9.61K -43 -4%
IJWM
1467
Inman Jager Wealth Management
Mississippi
$204K +$210K +939 New
HFS
1468
Horizon Financial Services
North Carolina
$204K +$129K +579 +161%
SteelPeak Wealth
1469
SteelPeak Wealth
California
$204K +$209K +937 New
RPWA
1470
Regent Peak Wealth Advisors
Georgia
$204K +$209K +937 New
MASECO Private Wealth
1471
MASECO Private Wealth
$203K -$6.93K -31 -3%
PFP
1472
Paragon Financial Partners
California
$203K +$200K +893 New
PFG
1473
PAX Financial Group
Texas
$202K -$13K -58 -6%
AFG
1474
Artesa Financial Group
Texas
$202K +$208K +931 New
PHWA
1475
Petersen Hastings Wealth Advisors
Washington
$202K +$208K +930 New