We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Austin Wealth Management
Texas
$349K -$5K -26 -1%
OPPS
1052
Obsidian Personal Planning Solutions
Maryland
$348K -$5.38K -28 -2%
JCM
1053
Jag Capital Management
Missouri
$347K – – –
TIM
1054
Total Investment Management
Arizona
$345K -$5.58K -29 -2%
CWA
1055
CM Wealth Advisors
Ohio
$344K – – –
NA
1056
Nottingham Advisors
New York
$343K +$328K +1,706 New
FCA
1057
Fortis Capital Advisors
Kansas
$342K +$328K +1,704 New
CNTOF
1058
Canandaigua National Trust of Florida
New York
$342K +$327K +1,701 New
MWM
1059
Melfa Wealth Management
Massachusetts
$341K -$22.5K -117 -6%
WTA
1060
Washington Trust Advisors
Massachusetts
$338K -$104K -541 -24%
MIM
1061
Marco Investment Management
Georgia
$336K – – –
TFGT
1062
TS Financial Group (TSFG)
Illinois
$334K -$11.9K -62 -4%
TSMHT
1063
Thurston Springer Miller Herd & Titak
Indiana
$332K +$48.1K +250 +18%
KCM
1064
Kanawha Capital Management
Virginia
$331K – – –
HBW
1065
Hazlett, Burt & Watson
West Virginia
$331K -$8.84K -46 -3%
AIM
1066
AMI Investment Management
Indiana
$331K -$111K -579 -26%
UL
1067
Unionview LLC
Washington
$330K +$3.85K +20 +1%
MCM
1068
Mattern Capital Management
Colorado
$329K – – –
SWA
1069
Sax Wealth Advisors
New Jersey
$329K -$65K -338 -17%
WJA
1070
Willis Johnson & Associates
Texas
$327K – – –
CAS
1071
Coppell Advisory Solutions
Texas
$326K +$2.31K +12 +0.7%
AC
1072
Annandale Capital
Texas
$326K -$2.88K -15 -0.9%
LL
1073
LPWM LLC
Minnesota
$324K -$14.2K -74 -4%
BP
1074
BWM Planning
Texas
$324K +$310K +1,615 New
GKWIM
1075
Gerber Kawasaki Wealth & Investment Management
California
$323K +$309K +1,608 New
41 42
43
44 45