We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
676
Topel & Distasi Wealth Management
California
$1.12M -$87.2K -534 -8%
Wellington Management Group
677
Wellington Management Group
Massachusetts
$1.12M – – –
AIA
678
Arbor Investment Advisors
North Carolina
$1.11M +$317K +1,940 +46%
KNFPWM
679
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.11M +$1.01M +6,157 New
BFA
680
Beacon Financial Advisory
Ohio
$1.11M -$170K -1,040 -15%
ATWA
681
Arbor Trust Wealth Advisors
Michigan
$1.11M +$6.53K +40 +0.7%
HA
682
HC Advisors
Georgia
$1.1M -$196K -1,198 -16%
Simplicity Solutions
683
Simplicity Solutions
Minnesota
$1.1M -$108K -661 -10%
SFP
684
Strategic Financial Partners
Oregon
$1.1M -$35.1K -215 -3%
JWM
685
Janiczek Wealth Management
Colorado
$1.09M -$2.77K -17 -0.3%
HCM
686
Hall Capital Management
Rhode Island
$1.09M +$39.8K +244 +4%
CPA
687
Clear Point Advisors
New York
$1.07M +$922K +5,647 New
IA
688
Insight Advisors
Pennsylvania
$1.06M -$10.4K -64 -1%
LC
689
Lindbrook Capital
California
$1.06M -$329K -2,017 -26%
WCM
690
Winthrop Capital Management
Indiana
$1.05M +$957K +5,862 New
JCM
691
Jacobi Capital Management
Pennsylvania
$1.05M -$43.8K -268 -4%
Lido Advisors
692
Lido Advisors
California
$1.05M -$106K -649 -10%
PIA
693
Perennial Investment Advisors
California
$1.04M +$1.8K +11 +0.2%
WFAG
694
Wescott Financial Advisory Group
Pennsylvania
$1.04M -$40K -245 -4%
Carnegie Investment Counsel
695
Carnegie Investment Counsel
Ohio
$1.04M +$244K +1,496 +35%
WA
696
Wambolt & Associates
Colorado
$1.03M -$192K -1,176 -17%
Ballentine Partners
697
Ballentine Partners
Massachusetts
$1.03M -$22K -135 -2%
CCG
698
Chatham Capital Group
Georgia
$1.03M – – –
IGGA
699
Iron Gate Global Advisors
Utah
$1.02M – – –
HP
700
Holistic Planning
Texas
$1.01M +$914K +5,599 New