We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
Silverlake Wealth Management
Vermont
$438K +$134K +816 +39%
SIM
777
Sadoff Investment Management
Wisconsin
$437K -$77.2K -471 -14%
BFC
778
Bedel Financial Consulting
Indiana
$432K +$3.12K +19 +0.7%
VWA
779
Visionary Wealth Advisors
Illinois
$430K -$24.8K -151 -5%
BWP
780
Baldwin Wealth Partners
Massachusetts
$427K – – –
SMA
781
Sage Mountain Advisors
Georgia
$426K – – –
TCWM
782
Total Clarity Wealth Management
Illinois
$425K +$57.6K +351 +14%
IA
783
IFG Advisors
Missouri
$421K +$58.5K +357 +15%
TAM
784
Townsend Asset Management
North Carolina
$417K +$9.84K +60 +2%
PK
785
Pflug Koory
Nebraska
$417K +$456K +2,782 New
EPWM
786
Essex Private Wealth Management
Massachusetts
$415K – – –
MFG
787
MidWestOne Financial Group
Iowa
$414K +$72.6K +443 +19%
RMA
788
Roffman Miller Associates
Pennsylvania
$412K +$2.13K +13 +0.5%
BOH
789
Bank of Hawaii
Hawaii
$403K +$95.6K +583 +28%
SBIA
790
Sheaff Brock Investment Advisors
Indiana
$401K +$16.9K +103 +4%
GP
791
Greenline Partners
New York
$399K -$164K -1,000 -27%
SIC
792
Salem Investment Counselors
North Carolina
$398K +$35.1K +214 +9%
GLLW
793
Graves Light Lenhart Wealth
Virginia
$397K +$303K +1,848 +231%
RWM
794
Rockwood Wealth Management
Pennsylvania
$397K +$128K +783 +42%
MCA
795
Magnolia Capital Advisors
Mississippi
$394K – – –
EWM
796
Evercore Wealth Management
New York
$393K – – –
SWM
797
Selective Wealth Management
Virginia
$392K +$2.13K +13 +0.5%
Kovitz Investment Group Partners
798
Kovitz Investment Group Partners
Illinois
$391K -$102K -619 -19%
WCFA
799
Walkner Condon Financial Advisors
Wisconsin
$389K +$426K +2,596 New
BC
800
Burney Company
Virginia
$388K -$11.6K -71 -3%