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
176
Apollon Wealth Management
South Carolina
$9.93M +$1.7M +10,153 +19%
SF
177
Safeguard Financial
Wisconsin
$9.91M +$2.14M +12,800 +26%
GFWA
178
Grey Fox Wealth Advisors
Delaware
$9.7M +$2.28M +13,655 +29%
CWM
179
Congress Wealth Management
Massachusetts
$9.46M +$9.92M +59,328 New
MWA
180
Moser Wealth Advisors
Washington
$9.36M +$134K +802 +1%
DADC
181
D.A. Davidson & Co
Montana
$9.36M +$268K +1,604 +3%
BTIM
182
BancFirst Trust & Investment Management
Oklahoma
$9.35M +$3.65M +21,860 +60%
HCMT
183
Highland Capital Management (Tennessee)
Tennessee
$9.33M -$147K -878 -1%
BCM
184
Brookstone Capital Management
Illinois
$9.31M -$2.14M -12,776 -17%
PPW
185
Presilium Private Wealth
Pennsylvania
$9.25M +$274K +1,636 +3%
DBT
186
Dubuque Bank & Trust
Iowa
$9.18M +$582K +3,480 +6%
SIA
187
Strategic Investment Advisors
Michigan
$9.01M -$9.28M -55,503 -50%
FOFP
188
Fee-Only Financial Planning
South Carolina
$8.9M +$121K +725 +1%
William Blair & Company
189
William Blair & Company
Illinois
$8.85M +$1.32M +7,895 +17%
ONB
190
Old National Bancorp
Indiana
$8.85M -$880K -5,261 -9%
BFS
191
Bradley Foster & Sargent
Connecticut
$8.65M – – –
WAM
192
Weinberger Asset Management
California
$8.6M +$140K +840 +2%
AFS
193
Annapolis Financial Services
Maryland
$8.59M -$11.9K -71 -0.1%
SPIA
194
Steward Partners Investment Advisory
New York
$8.59M +$894K +5,348 +11%
EC
195
Estate Counselors
Wisconsin
$8.53M -$9.83M -58,795 -52%
WANY
196
Wealthspire Advisors (New York)
New York
$8.35M -$336K -2,011 -4%
RZH
197
Relyea Zuckerberg Hanson
Connecticut
$8.34M -$769K -4,599 -8%
M&T Bank
198
M&T Bank
New York
$8.33M +$89.4K +535 +1%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$8.29M -$2.24M -13,378 -20%
BWFA
200
Baltimore-Washington Financial Advisors
Maryland
$8.29M +$124K +742 +1%