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
DWM
1276
DecisionMap Wealth Management
Virginia
$290K -$10.3K -49 -3%
MIA
1277
Milestone Investment Advisors
Wisconsin
$289K – – –
IIL
1278
Insight Inv LLC
California
$287K +$44K +210 +18%
CAM
1279
Clark Asset Management
New Hampshire
$286K -$76.6K -366 -21%
FHC
1280
First Heartland Consultants
Missouri
$285K +$27.8K +133 +11%
DF
1281
Daviman Financial
Indiana
$281K +$278K +1,328 New
HL
1282
HeadInvest LLC
Maine
$281K – – –
HFA
1283
Hippocratic Financial Advisors
California
$280K – – –
MLA
1284
MB, Levis & Associates
Pennsylvania
$280K +$18.8K +90 +7%
CCWM
1285
Cassaday & Co Wealth Management
Virginia
$279K – – –
WEG
1286
World Equity Group
Illinois
$279K +$35.2K +168 +15%
GHAM
1287
Gilman Hill Asset Management
Connecticut
$279K – – –
IAIM
1288
International Assets Investment Management
Florida
$279K -$28.7K -137 -9%
CA
1289
Claris Advisors
Missouri
$279K – – –
PCM
1290
Passive Capital Management
Maryland
$277K – – –
AWMS
1291
Advocacy Wealth Management Services
Georgia
$276K – – –
AWA
1292
Amplius Wealth Advisors
Pennsylvania
$276K – – –
GSWM
1293
Golden State Wealth Management
California
$275K -$10.5K -50 -4%
WCM
1294
WealthTrak Capital Management
Virginia
$273K -$103K -490 -28%
CRC
1295
Curi RMB Capital
Illinois
$273K -$28.1K -134 -9%
IWM
1296
Iams Wealth Management
Nebraska
$273K +$270K +1,288 New
WQ
1297
Wealth Quarterback
New Jersey
$272K -$628 -3 -0.2%
CF
1298
Calder Financial
Pennsylvania
$272K +$269K +1,285 New
BMWS
1299
Brady Martz Wealth Solutions
North Dakota
$272K – – –
XWL
1300
XXI Wealth LLC
Illinois
$271K +$268K +1,280 New
50 51
52
53 54