We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Cahill Wealth Management
Michigan
$386K
Vontobel Holding
1052
Vontobel Holding
Switzerland
$385K +$409K +2,068 New
FT
1053
Fiduciary Trust
Massachusetts
$385K +$59.1K +299 +17%
HSG
1054
Helen Stephens Group
Texas
$384K +$407K +2,060 New
PWM
1055
Provident Wealth Management
Tennessee
$383K
KF
1056
KKM Financial
Illinois
$382K
HCP
1057
Hardin Capital Partners
South Carolina
$380K -$11.7K -59 -3%
GS
1058
GTS Securities
Florida
$379K +$402K +2,035 New
DWMS
1059
Dominguez Wealth Management Solutions
Virginia
$378K -$2.96K -15 -0.7%
SDJVC
1060
St. Denis J. Villere & Co
Louisiana
$377K
WCM
1061
Winthrop Capital Management
Indiana
$375K
WQ
1062
Wealth Quarterback
New Jersey
$373K -$236K -1,197 -37%
BAM
1063
Bosun Asset Management
Illinois
$373K
RG
1064
Rathbones Group
United Kingdom
$373K
TFCP
1065
Twin Focus Capital Partners
Massachusetts
$373K +$29.6K +150 +8%
GC
1066
Guidance Capital
Kentucky
$372K +$25.5K +129 +7%
AIM
1067
Athena Investment Management
California
$372K
BWP
1068
Burling Wealth Partners
Illinois
$371K
RIS
1069
Richmond Investment Services
Wisconsin
$365K +$1.19K +6 +0.3%
VCP
1070
Vista Capital Partners
Oregon
$365K -$14K -71 -4%
RWA
1071
Rooted Wealth Advisors
Illinois
$363K -$2.37K -12 -0.6%
SC
1072
Stephens Consulting
Michigan
$362K -$395 -2 -0.1%
MIA
1073
Milestone Investment Advisors
Wisconsin
$361K -$50.2K -254 -12%
AWC
1074
Adamsbrown Wealth Consultants
Kansas
$361K
TWM
1075
Thrive Wealth Management
Pennsylvania
$361K +$24.7K +125 +7%