We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Praetorian Wealth Management
California
$14M +$52.3K +225 +0.4%
FMTCOCP
177
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14M +$200K +858 +2%
PRP
178
Peak Retirement Planning
Ohio
$13.7M +$1.46M +6,293 +13%
CFFP
179
Center for Financial Planning
Michigan
$13.6M +$58.4K +251 +0.5%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$13.6M -$67.7K -291 -0.5%
CA
181
Capital Advantage
California
$13.4M +$200K +859 +2%
IWM
182
Inlight Wealth Management
Georgia
$13.4M +$1.89M +8,133 +17%
CIA
183
Concurrent Investment Advisors
Florida
$13.2M +$799K +3,433 +7%
FCM
184
Firestone Capital Management
Florida
$13.2M +$479K +2,061 +4%
FFP
185
Forbes Financial Planning
Rhode Island
$13.1M -$72.6K -312 -0.6%
KBFS
186
Kohmann Bosshard Financial Services
Ohio
$12.8M +$188K +808 +2%
GFA
187
Gladwyn Financial Advisors
Virginia
$12.7M +$286K +1,231 +2%
SC
188
Sepio Capital
Utah
$12.7M -$145K -625 -1%
OP
189
Oath Planning
Oklahoma
$12.6M +$1.31M +5,653 +12%
FOFP
190
Fee-Only Financial Planning
South Carolina
$12.6M -$158K -679 -1%
LSA
191
Lansing Street Advisors
Pennsylvania
$12.5M +$33K +142 +0.3%
PAG
192
Private Advisor Group
New Jersey
$12.4M -$11.8M -50,619 -50%
ODA
193
One Degree Advisors
California
$12.4M +$149K +640 +1%
BW
194
Balance Wealth
Ohio
$12.3M +$390K +1,677 +3%
M&T Bank
195
M&T Bank
New York
$12.3M +$473K +2,033 +4%
CWWM
196
Clear Wave Wealth Management
New Jersey
$12.1M +$202K +869 +2%
ML
197
Mayport LLC
Massachusetts
$12.1M +$334K +1,434 +3%
PFM
198
Phillips Financial Management
Indiana
$12M -$1.64M -7,035 -12%
JIC
199
Joel Isaacson & Co
New York
$12M +$25.4K +109 +0.2%
ACA
200
Atlas Capital Advisors
Wyoming
$11.9M +$2.01M +8,661 +22%