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
BAM
351
Beaumont Asset Management
Texas
$3.46M +$742K +4,661 +27%
KSWA
352
Kathleen S. Wright Associates
Pennsylvania
$3.46M +$286K +1,798 +9%
FAIM
353
Financial Advocates Investment Management
Washington
$3.39M -$415K -2,604 -11%
BRG
354
Bay Rivers Group
Virginia
$3.37M +$637 +4 +0%
LIM
355
Leavell Investment Management
Alabama
$3.3M +$345K +2,168 +12%
TNBTD
356
Trustmark National Bank Trust Department
Mississippi
$3.3M +$146K +916 +5%
SAG
357
SageView Advisory Group
California
$3.27M +$3.28M +20,592 New
RLKPA
358
Robbie L. Kennerson P.A.
Florida
$3.22M +$3.23M +20,303 New
WIP
359
WealthCare Investment Partners
Rhode Island
$3.21M -$247K -1,550 -7%
MWA
360
Martel Wealth Advisors
Washington
$3.21M +$1.51M +9,496 +89%
LW
361
Linscomb Wealth
Texas
$3.2M +$219K +1,378 +7%
IFA
362
Index Fund Advisors
California
$3.2M +$8.28K +52 +0.3%
CA
363
CSM Advisors
Pennsylvania
$3.19M +$3.34K +21 +0.1%
LIA
364
LS Investment Advisors
Michigan
$3.19M -$62.4K -392 -2%
PFPT
365
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.19M -$91.1K -572 -3%
RWG
366
Ratio Wealth Group
Colorado
$3.17M -$379K -2,379 -11%
RJT
367
Raymond James Trust
Florida
$3.17M +$219K +1,376 +7%
WRPWM
368
Werba Rubin Papier Wealth Management
California
$3.17M +$3.18M +19,956 New
VC
369
Veery Capital
Delaware
$3.15M +$86.3K +542 +3%
AF
370
Advisornet Financial
Minnesota
$3.13M +$196K +1,232 +7%
EIM
371
Ervin Investment Management
Washington
$3.1M +$590K +3,704 +23%
PWMG
372
Pioneer Wealth Management Group
Texas
$3.08M +$3.08M +19,364 New
TA
373
TFB Advisors
Kansas
$3.07M +$3.07M +19,305 New
CA
374
Continuum Advisory
Idaho
$3.06M -$610K -3,830 -17%
CAL
375
Capital Analysts LLC
Pennsylvania
$3.05M -$297K -1,865 -9%
13 14
15
16 17