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
TSMHT
1101
Thurston Springer Miller Herd & Titak
Indiana
$257K +$260K +1,406 New
RBFC
1102
Roman Butler Fullerton & Co
Missouri
$257K +$185 +1 +0.1%
AWM
1103
Ameliora Wealth Management
Switzerland
$256K – – –
IC
1104
Iconiq Capital
California
$255K +$258K +1,398 New
WFA
1105
Wells Financial Advisors
Massachusetts
$255K -$67.4K -365 -21%
TFM
1106
TFC Financial Management
Massachusetts
$254K -$3.69K -20 -1%
FWM
1107
Fonville Wealth Management
Virginia
$254K +$15.7K +85 +7%
TSWM
1108
Tyler-Stone Wealth Management
Ohio
$252K -$2.4K -13 -0.9%
BCM
1109
BluePointe Capital Management
California
$252K – – –
DWP
1110
Daymark Wealth Partners
Ohio
$252K +$255K +1,380 New
CAM
1111
Creekmur Asset Management
Illinois
$252K – – –
TA
1112
TruWealth Advisors
Louisiana
$252K -$1.85K -10 -0.7%
RWM
1113
Ritholtz Wealth Management
New York
$251K +$2.59K +14 +1%
LL
1114
LWMG LLC
Minnesota
$251K -$9.61K -52 -4%
HAS
1115
Holland Advisory Services
Florida
$251K – – –
GL
1116
Graypoint LLC
New York
$251K – – –
WHCI
1117
W.H. Cornerstone Investments
Massachusetts
$249K – – –
RCAG
1118
Rehmann Capital Advisory Group
Michigan
$247K +$34K +184 +16%
CA
1119
Claro Advisors
Massachusetts
$247K +$17.2K +93 +7%
MIA
1120
Milestone Investment Advisors
Wisconsin
$247K – – –
LA
1121
Lifeworks Advisors
Michigan
$245K -$66.9K -362 -21%
IAG
1122
Investment Advisory Group
Massachusetts
$245K – – –
RSWM
1123
Robertson Stephens Wealth Management
California
$244K +$246K +1,332 New
NEWAS
1124
N.E.W. Advisory Services
Wisconsin
$243K +$246K +1,330 New
FFA
1125
First Foundation Advisors
California
$243K – – –
43 44
45
46 47