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
EA
276
Edge Advisors
Georgia
$896K +$26.2K +201 +3%
TCM
277
Telos Capital Management
California
$889K +$40.5K +311 +5%
CCP
278
Corient Capital Partners
California
$879K – – –
MHS
279
M Holdings Securities
Oregon
$869K +$84.7K +651 +11%
AI
280
Atria Investments
North Carolina
$853K -$275K -2,113 -25%
TDC
281
Thompson Davis & Co
Virginia
$849K +$601K +4,617 +260%
SBSB
282
Sullivan, Bruyette, Speros & Blaney
Virginia
$843K -$3.9K -30 -0.5%
FI
283
FormulaFolio Investments
Michigan
$843K +$260 +2 +0%
NHC
284
Nicholas Hoffman & Company
Georgia
$840K +$518K +3,982 +170%
TWA
285
TCI Wealth Advisors
Arizona
$827K +$94.4K +725 +13%
CF
286
Corrigan Financial
Rhode Island
$810K +$6.25K +48 +0.8%
IB
287
Intrust Bank
Kansas
$793K -$78.7K -605 -9%
HFA
288
Huber Financial Advisors
Illinois
$793K +$778K +5,975 New
MFS
289
McNamara Financial Services
Massachusetts
$786K +$7.94K +61 +1%
CTC
290
Central Trust Company
Missouri
$784K +$29K +223 +4%
AIA
291
Allegis Investment Advisors
Idaho
$781K -$5.29M -40,653 -87%
ASN
292
Advisory Services Network
Georgia
$779K +$132K +1,012 +21%
FT
293
Fiduciary Trust
Massachusetts
$771K -$25.2K -194 -3%
BRWA
294
B. Riley Wealth Advisors
Florida
$768K +$198K +1,524 +36%
PA
295
Parallel Advisors
California
$765K +$6.9K +53 +0.9%
KP
296
Keel Point
Alabama
$763K -$805K -6,187 -52%
CB
297
Cadence Bank
Mississippi
$760K +$745K +5,725 New
SIAS
298
Shine Investment Advisory Services
Colorado
$759K – – –
ADL
299
Asset Dedication LLC
California
$746K -$55.4K -426 -7%
ACM
300
Alpha Capital Management
Texas
$745K – – –
10 11
12
13 14