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Vanguard Morningstar Small-Cap Value ETF
VBR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
PWM
176
Praetorian Wealth Management
California
USD 14 M +USD 52.3 k +225 +0.4%
Farmers & Merchants Trust Co of Chambersburg PA
177
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 14 M +USD 200 k +858 +2%
Peak Retirement Planning
178
Peak Retirement Planning
Ohio
USD 13.7 M +USD 1.46 M +6,293 +13%
Center for Financial Planning
179
Center for Financial Planning
Michigan
USD 13.6 M +USD 58.4 k +251 +0.5%
Cherry Tree Wealth Management
180
Cherry Tree Wealth Management
Minnesota
USD 13.6 M -USD 67.7 k -291 -0.5%
Capital Advantage
181
Capital Advantage
California
USD 13.4 M +USD 200 k +859 +2%
Inlight Wealth Management
182
Inlight Wealth Management
Georgia
USD 13.4 M +USD 1.89 M +8,133 +17%
Concurrent Investment Advisors
183
Concurrent Investment Advisors
Florida
USD 13.2 M +USD 799 k +3,433 +7%
Firestone Capital Management
184
Firestone Capital Management
Florida
USD 13.2 M +USD 479 k +2,061 +4%
Forbes Financial Planning
185
Forbes Financial Planning
Rhode Island
USD 13.1 M -USD 72.6 k -312 -0.6%
Kohmann Bosshard Financial Services
186
Kohmann Bosshard Financial Services
Ohio
USD 12.8 M +USD 188 k +808 +2%
Gladwyn Financial Advisors
187
Gladwyn Financial Advisors
Virginia
USD 12.7 M +USD 286 k +1,231 +2%
Sepio Capital
188
Sepio Capital
Utah
USD 12.7 M -USD 145 k -625 -1%
Oath Planning
189
Oath Planning
Oklahoma
USD 12.6 M +USD 1.31 M +5,653 +12%
Fee-Only Financial Planning
190
Fee-Only Financial Planning
South Carolina
USD 12.6 M -USD 158 k -679 -1%
Lansing Street Advisors
191
Lansing Street Advisors
Pennsylvania
USD 12.5 M +USD 33 k +142 +0.3%
Private Advisor Group
192
Private Advisor Group
New Jersey
USD 12.4 M -USD 11.8 M -50,619 -50%
One Degree Advisors
193
One Degree Advisors
California
USD 12.4 M +USD 149 k +640 +1%
Balance Wealth
194
Balance Wealth
Ohio
USD 12.3 M +USD 390 k +1,677 +3%
M&T Bank
195
M&T Bank
New York
USD 12.3 M +USD 473 k +2,033 +4%
CWWM
196
Clear Wave Wealth Management
New Jersey
USD 12.1 M +USD 202 k +869 +2%
Mayport LLC
197
Mayport LLC
Massachusetts
USD 12.1 M +USD 334 k +1,434 +3%
Phillips Financial Management
198
Phillips Financial Management
Indiana
USD 12 M -USD 1.64 M -7,035 -12%
Joel Isaacson & Co
199
Joel Isaacson & Co
New York
USD 12 M +USD 25.4 k +109 +0.2%
Atlas Capital Advisors
200
Atlas Capital Advisors
Wyoming
USD 11.9 M +USD 2.01 M +8,661 +22%
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