We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fiduciary Trust
1126
Fiduciary Trust
Massachusetts
$350K -$27.7K -135 -7%
NAS
1127
NWF Advisory Services
California
$349K -$71K -346 -16%
CAM
1128
Cidel Asset Management
Ontario, Canada
$349K – – –
CWA
1129
Canvas Wealth Advisors
Kansas
$347K +$360K +1,753 New
SIC
1130
Sterling Investment Counsel
New York
$347K +$2.05K +10 +0.6%
WCM
1131
Weik Capital Management
Pennsylvania
$347K – – –
R.M. Davis Inc
1132
R.M. Davis Inc
Maine
$346K +$358K +1,745 New
GSAM
1133
Grant Street Asset Management
Pennsylvania
$346K +$358K +1,744 New
GWM
1134
Grand Wealth Management
Michigan
$345K – – –
WCM
1135
WealthTrak Capital Management
Virginia
$343K +$356K +1,732 New
JCM
1136
Jag Capital Management
Missouri
$343K – – –
PEA
1137
Park Edge Advisors
Ohio
$342K -$25.5K -124 -7%
PGIM Custom Harvest
1138
PGIM Custom Harvest
New Jersey
$341K -$6.36K -31 -2%
CP
1139
Camelot Portfolios
Ohio
$341K -$29.8K -145 -8%
TIM
1140
Total Investment Management
Arizona
$341K +$205 +1 +0.1%
Evercore Wealth Management
1141
Evercore Wealth Management
New York
$339K -$35.5K -173 -9%
CWA
1142
CM Wealth Advisors
Ohio
$339K – – –
FCA
1143
Fortis Capital Advisors
Kansas
$337K -$1.03K -5 -0.3%
CNTOF
1144
Canandaigua National Trust of Florida
New York
$337K – – –
CCG
1145
Coastwise Capital Group
California
$337K +$38.2K +186 +12%
Gerber Kawasaki Wealth & Investment Management
1146
Gerber Kawasaki Wealth & Investment Management
California
$335K +$16.6K +81 +5%
HFA
1147
Hippocratic Financial Advisors
California
$333K +$344K +1,678 New
AWM
1148
Accurate Wealth Management
Florida
$332K -$16.6K -81 -5%
MWM
1149
Melfa Wealth Management
Massachusetts
$332K -$4.52K -22 -1%
MIM
1150
Marco Investment Management
Georgia
$332K – – –