We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
751
Resurgent Financial Advisors
Georgia
$814K -$927K -5,020 -53%
TPWA
752
TRUE Private Wealth Advisors
Oregon
$806K -$20K -108 -2%
DWT
753
Dorsey & Whitney Trust
South Dakota
$803K -$95.3K -516 -10%
ODIJL
754
One Day In July LLC
Vermont
$802K -$9.61K -52 -1%
CCM
755
Canal Capital Management
Virginia
$800K – – –
Neuberger Berman Group
756
Neuberger Berman Group
New York
$799K +$17.7K +96 +2%
Allspring Global Investments
757
Allspring Global Investments
North Carolina
$797K – – –
DI
758
Disciplined Investments
Oklahoma
$792K +$6.1K +33 +0.8%
CGL
759
Clarius Group LLC
Washington
$785K +$86.1K +466 +12%
KNFPWM
760
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$785K -$189K -1,021 -19%
CHC
761
City Holding Co
West Virginia
$784K -$3.88K -21 -0.5%
TWP
762
Tyche Wealth Partners
Texas
$782K – – –
WH
763
Willner & Heller
California
$777K -$12.2K -66 -2%
DWA
764
Dougherty Wealth Advisers
Minnesota
$776K – – –
NRG
765
Nemes Rush Group
Michigan
$769K -$23.6K -128 -3%
JCIA
766
Jackson Creek Investment Advisors
Colorado
$766K +$62.1K +336 +9%
MWM
767
Mission Wealth Management
California
$765K -$116K -630 -13%
D
768
Diversified
Delaware
$765K +$205K +1,109 +36%
WIC
769
Woodmont Investment Counsel
Tennessee
$763K -$137K -742 -15%
AMM
770
American Money Management
California
$761K -$5.91K -32 -0.8%
BWM
771
BKM Wealth Management
Wisconsin
$755K +$77K +417 +11%
RWM
772
Raffa Wealth Management
District of Columbia
$747K – – –
HWM
773
Hemington Wealth Management
Virginia
$737K -$108K -586 -13%
WQ
774
Wealth Quarterback
New Jersey
$736K -$133K -719 -15%
CTA
775
Chesley Taft & Associates
Illinois
$735K -$46.2K -250 -6%