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
LG
301
LAM Group
Oregon
$4.12M -$128K -775 -3%
BDF
302
Black Diamond Financial
Maryland
$4.08M +$310K +1,872 +8%
FWP
303
Falcon Wealth Planning
California
$4.08M -$424K -2,564 -9%
HP
304
Hyperion Partners
Pennsylvania
$4.08M +$65.7K +397 +2%
BFS
305
Bard Financial Services
Connecticut
$4.07M +$14.9K +90 +0.4%
MCWS
306
McKinley Carter Wealth Services
West Virginia
$4.06M -$152K -917 -3%
SSW
307
Stone Summit Wealth
Florida
$4.03M +$370K +2,234 +10%
HA
308
HFG Advisors
Ohio
$4.03M +$117K +709 +3%
UB
309
UMB Bank
Missouri
$4M -$80.8K -488 -2%
PCA
310
Prosperity Capital Advisors
Ohio
$3.98M +$3.17M +19,130 +320%
SRC
311
Shufro Rose & Co
New York
$3.95M +$1.64M +9,926 +66%
SFM
312
Signet Financial Management
New Jersey
$3.95M -$125K -755 -3%
MCCP
313
Mission Creek Capital Partners
California
$3.93M +$420K +2,537 +11%
BOPW
314
Brandywine Oak Private Wealth
Pennsylvania
$3.89M +$195K +1,180 +5%
MAG
315
MRA Advisory Group
New Jersey
$3.88M +$28K +169 +0.7%
WCM
316
Windham Capital Management
Massachusetts
$3.86M +$70.5K +426 +2%
JWCA
317
J.W. Cole Advisors
Florida
$3.84M +$1.86M +11,234 +87%
BSWA
318
Bromfield Sneider Wealth Advisors
Massachusetts
$3.83M -$44.5K -269 -1%
TC
319
Tenret Company
Florida
$3.83M +$98.2K +593 +3%
BJL
320
Brighton Jones LLC
Washington
$3.81M -$126K -762 -3%
BSB
321
Bangor Savings Bank
Maine
$3.8M -$356K -2,149 -8%
WP
322
WealthShield Partners
North Carolina
$3.78M +$213K +1,285 +6%
MIS
323
Morningstar Investment Services
Illinois
$3.77M +$54.6K +330 +1%
ST
324
Sageworth Trust
Pennsylvania
$3.74M -$1.49K -9 -0%
MMA
325
Miracle Mile Advisors
California
$3.74M -$1.03M -6,222 -21%
11 12
13
14 15