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
AI
301
Atria Investments
North Carolina
$1.09M -$129K -990 -10%
AFP
302
Ausdal Financial Partners
Iowa
$1.07M +$61K +469 +6%
SC
303
SouthState Corp
Florida
$1.06M +$22.9K +176 +2%
DSA
304
Droms Strauss Advisors
Missouri
$1.06M -$114K -876 -10%
IWM
305
IHT Wealth Management
Illinois
$1.05M +$283K +2,179 +37%
BC
306
Burney Company
Virginia
$1.04M -$20.7K -159 -2%
UA
307
Unison Advisors
District of Columbia
$1.03M -$12K -92 -1%
SEIA
308
Signature Estate & Investment Advisors
California
$1.02M +$116K +890 +13%
QCG
309
Quadrant Capital Group
Ohio
$1.01M – – –
CG
310
Caprock Group
Idaho
$1M +$4.16K +32 +0.4%
WBG
311
Wharton Business Group
Pennsylvania
$1M -$44.9K -345 -4%
CCP
312
Cardan Capital Partners
Colorado
$997K +$139K +1,067 +16%
BAAM
313
Baker Avenue Asset Management
California
$990K -$150K -1,155 -13%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$971K +$390 +3 +0%
CAM
315
Cresset Asset Management
Illinois
$955K – – –
BP
316
Ballentine Partners
Massachusetts
$953K – – –
EK
317
Evensky & Katz
Florida
$948K +$2.08K +16 +0.2%
HT
318
Heritage Trust
Oklahoma
$946K +$13.8K +106 +1%
VCAM
319
Van Cleef Asset Management
Ohio
$923K -$18.9K -145 -2%
WWM
320
Western Wealth Management
Colorado
$919K -$7.93K -61 -0.9%
HFA
321
Huber Financial Advisors
Illinois
$915K -$18.7K -144 -2%
AAP
322
Arax Advisory Partners
Colorado
$914K +$911K +7,002 New
ACS
323
Archford Capital Strategies
Illinois
$909K -$1.69K -13 -0.2%
CCG
324
Chatham Capital Group
Georgia
$902K – – –
PL
325
Plancorp LLC
Missouri
$899K -$54K -415 -6%
11 12
13
14 15