We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
126
Plante Moran Financial Advisors
Michigan
$16.7M +$11.4M +70,129 +308%
AWM
127
Apollon Wealth Management
South Carolina
$16.6M +$4.91M +30,104 +48%
PIFP
128
Partners in Financial Planning
Virginia
$16.4M +$135K +826 +0.9%
LWP
129
LMG Wealth Partners
Louisiana
$16.1M -$445K -2,723 -3%
GT
130
Glenmede Trust
Pennsylvania
$16M -$407K -2,494 -3%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$15.6M +$672K +4,119 +5%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$15.6M -$11.1M -68,202 -44%
SWM
133
Shakespeare Wealth Management
Wisconsin
$15.4M +$369K +2,258 +3%
SF
134
Safeguard Financial
Wisconsin
$15.1M +$3.51M +21,496 +35%
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$14.8M -$150K -917 -1%
TFP
136
TrueWealth Financial Partners
Washington
$14.7M +$263K +1,610 +2%
FPAS
137
Focus Partners Advisor Solutions
Missouri
$14.5M -$235K -1,442 -2%
OWA
138
Octavia Wealth Advisors
Ohio
$14.4M +$429K +2,629 +3%
BWP
139
Baldwin Wealth Partners
Massachusetts
$14.2M -$340K -2,082 -3%
NECFA
140
New England Capital Financial Advisors
Connecticut
$14.1M +$217K +1,332 +2%
AWS
141
Atria Wealth Solutions
New York
$14.1M +$841K +5,149 +7%
PFM
142
Phillips Financial Management
Indiana
$14M +$399K +2,443 +3%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$14M -$239K -1,464 -2%
BC
144
Bartlett & Co
Ohio
$14M -$239K -1,464 -2%
BFA
145
BBJS Financial Advisors
Washington
$14M +$449K +2,749 +4%
RFS
146
Retirement Financial Solutions
Tennessee
$13.9M +$1.07M +6,553 +9%
AI
147
Arvest Investments
Arkansas
$13.9M +$12.6M +77,159 New
BFEC
148
Benjamin F. Edwards & Company
Missouri
$13.8M -$501K -3,071 -4%
AA
149
Ancora Advisors
Ohio
$13.8M -$482K -2,955 -4%
AT
150
Arden Trust
Delaware
$13.7M +$1.17M +7,187 +10%