We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
551
Kraft Asset Management
Tennessee
$1.94M
TCWM
552
Total Clarity Wealth Management
Illinois
$1.93M -$666K -3,467 -27%
TFP
553
Triune Financial Partners
Kansas
$1.92M -$71.1K -370 -4%
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$1.91M +$10.2K +53 +0.6%
PWM
555
Paulson Wealth Management
Illinois
$1.91M -$529K -2,754 -22%
CSWM
556
Cassady Schiller Wealth Management
Ohio
$1.89M -$2.12K -11 -0.1%
TFA
557
Tobias Financial Advisors
Florida
$1.88M +$20.6K +107 +1%
TFS
558
Thoroughbred Financial Services
Tennessee
$1.88M +$119K +618 +7%
CAG
559
Curtis Advisory Group
California
$1.88M +$13.8K +72 +0.8%
TPCW
560
TD Private Client Wealth
New York
$1.86M +$212K +1,101 +13%
SWA
561
Stratos Wealth Advisors
Ohio
$1.86M -$45.2K -235 -2%
Envestnet Portfolio Solutions
562
Envestnet Portfolio Solutions
Illinois
$1.86M -$1.65M -8,561 -48%
DSC
563
Duncker Streett & Co
Missouri
$1.85M -$106K -551 -6%
WB
564
WesBanco Bank
West Virginia
$1.84M +$1.35K +7 +0.1%
CAG
565
Csenge Advisory Group
Florida
$1.84M -$213K -1,106 -11%
TNBTD
566
Trustmark National Bank Trust Department
Mississippi
$1.83M +$30.2K +157 +2%
PVI
567
Pine Valley Investments
New Jersey
$1.83M -$38.1K -198 -2%
CFO
568
CVA Family Office
Colorado
$1.83M -$106K -554 -6%
SCP
569
Stevens Capital Partners
Nebraska
$1.81M +$19.8K +103 +1%
HNB
570
Huntington National Bank
Ohio
$1.79M
GRP
571
Global Retirement Partners
California
$1.78M +$78.6K +409 +5%
WBC
572
West Branch Capital
Massachusetts
$1.77M -$79.4K -413 -4%
BIP
573
Brandes Investment Partners
California
$1.76M +$1.38M +7,177 +447%
GPA
574
Guidance Point Advisors
Massachusetts
$1.76M +$17.7K +92 +1%
CSB
575
City State Bank
Iowa
$1.75M -$274K -1,425 -14%