We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1751
MPWM Advisory Solutions
Georgia
$1.7K
DWA
1752
Delos Wealth Advisors
Texas
$1.7K +$1.63K +7 New
KTC
1753
Kentucky Trust Company
Kentucky
$1.7K +$1.63K +7 New
PMIM
1754
Prudent Man Investment Management
Colorado
$1.48K
CWP
1755
Clark Wealth Partners
Illinois
$1.46K +$698 +3 +100%
GCM
1756
Gables Capital Management
Florida
$1.22K
SAS
1757
Spurstone Advisory Services
Connecticut
$1.21K +$930 +4 +400%
HWM
1758
HighMark Wealth Management
Minnesota
$1.09K +$930 +4 +400%
Allspring Global Investments
1759
Allspring Global Investments
North Carolina
$728 +$698 +3 New
TCM
1760
Tradewinds Capital Management
Washington
$243
SWIM
1761
Smallwood Wealth Investment Management
New Jersey
$242 +$233 +1 New
SWM
1762
Shakespeare Wealth Management
Wisconsin
-$24.9M -114,711 Closed
WIC
1763
Willis Investment Counsel
Georgia
-$18.2M -83,829 Closed
SA
1764
Strategic Advisors
New York
-$5M -23,006 Closed
CCWA
1765
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.32M -10,675 Closed
XT
1766
XTX Topco
Cayman Islands
-$1.63M -7,480 Closed
Jane Street
1767
Jane Street
New York
-$1.55M -6,669 Closed
TDWM
1768
Topel & Distasi Wealth Management
California
-$1.2M -5,505 Closed
EW
1769
Evoke Wealth
California
-$1.19M -5,499 Closed
VIA
1770
Victrix Investment Advisors
Florida
-$896K -4,126 Closed
PEWA
1771
Pacific Excel Wealth Advisors
California
-$821K -3,777 Closed
DWP
1772
Destiny Wealth Partners
Florida
-$713K -3,282 Closed
NPFS
1773
Novak & Powell Financial Services
Florida
-$699K -3,217 Closed
PW
1774
Potentia Wealth
California
-$595K -2,739 Closed
AR
1775
Apeiron RIA
Texas
-$481K -2,213 Closed