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
OCFG
276
O'Connor Financial Group
Illinois
$4.89M +$5.1M +30,804 New
IA
277
IFP Advisors
Florida
$4.86M -$4.1M -24,758 -35%
SC
278
Swan Capital
Florida
$4.84M +$5.04M +30,473 New
MWA
279
Monograph Wealth Advisors
California
$4.84M +$3.97K +24 +0.1%
CWM
280
Chemistry Wealth Management
New York
$4.6M +$179K +1,080 +4%
MFWP
281
Mosaic Family Wealth Partners
Missouri
$4.58M -$292K -1,766 -6%
CWA
282
Cornerstone Wealth Advisors
Minnesota
$4.56M +$134K +807 +3%
SFO
283
Stokes Family Office
Louisiana
$4.55M -$7.78K -47 -0.2%
WQ
284
Wealth Quarterback
New Jersey
$4.54M +$295K +1,785 +7%
WIC
285
Willis Investment Counsel
Georgia
$4.54M +$768K +4,642 +19%
AA
286
Atmos Advisory
Pennsylvania
$4.52M -$4.63K -28 -0.1%
PFO
287
Pathstone Family Office
New Jersey
$4.51M -$4.43M -26,733 -48%
JIC
288
Joel Isaacson & Co
New York
$4.51M +$193K +1,165 +4%
IFPL
289
Investments & Financial Planning LLC
Kentucky
$4.49M -$469K -2,832 -9%
TW
290
Towerpoint Wealth
California
$4.46M +$326K +1,967 +8%
LFS
291
Lutz Financial Services
Nebraska
$4.44M -$34.6K -209 -0.7%
CA
292
CGN Advisors
Kansas
$4.41M +$124K +749 +3%
DC
293
Davenport & Co
Virginia
$4.4M +$179K +1,081 +4%
WT
294
Whittier Trust
California
$4.37M +$5.46K +33 +0.1%
MFG
295
Merit Financial Group
Georgia
$4.3M -$47.5K -287 -1%
SFG
296
SNS Financial Group
Minnesota
$4.22M -$450K -2,718 -9%
IWM
297
IHT Wealth Management
Illinois
$4.21M +$116K +703 +3%
MCM
298
Manchester Capital Management
Vermont
$4.2M -$146K -885 -3%
AWM
299
Aspire Wealth Management
Massachusetts
$4.13M +$5.13K +31 +0.1%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.13M -$97.7K -590 -2%
10 11
12
13 14