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
MCWS
351
McKinley Carter Wealth Services
West Virginia
$3.44M -$540K -3,228 -13%
DPI
352
Diversified Portfolios Inc
Michigan
$3.42M +$346K +2,072 +11%
MWA
353
Martel Wealth Advisors
Washington
$3.37M -$112K -672 -3%
RWG
354
Ratio Wealth Group
Colorado
$3.36M +$111K +666 +3%
TI
355
Truepoint Inc
Ohio
$3.34M +$1.84K +11 +0.1%
AOWM
356
Alpha Omega Wealth Management
Virginia
$3.33M +$344K +2,056 +11%
MAG
357
MRA Advisory Group
New Jersey
$3.33M +$92.1K +551 +3%
RLWM
358
RF&L Wealth Management
Massachusetts
$3.32M +$167 +1 +0%
VIA
359
Vickerman Investment Advisors
Washington
$3.29M -$6.69K -40 -0.2%
EIM
360
Ervin Investment Management
Washington
$3.28M +$60K +359 +2%
CWM
361
Cranbrook Wealth Management
Michigan
$3.27M +$12.5K +75 +0.4%
TAM
362
Tocqueville Asset Management
New York
$3.27M -$14.5K -87 -0.4%
ACM
363
Advisors Capital Management
New Jersey
$3.26M +$169K +1,011 +5%
MFG
364
Mainsail Financial Group
Washington
$3.24M +$241K +1,439 +8%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$3.23M +$53K +317 +2%
WFM
366
Wolff Financial Management
Michigan
$3.2M +$3.36M +20,086 New
AA
367
Axiom Advisory
California
$3.19M +$8.19K +49 +0.2%
FFA
368
Farther Finance Advisors
California
$3.13M +$355K +2,123 +12%
IFA
369
Index Fund Advisors
California
$3.12M -$41.5K -248 -1%
CTC
370
Central Trust Company
Missouri
$3.12M -$59.7K -357 -2%
EGA
371
E&G Advisors
Texas
$3.12M +$99.3K +594 +3%
LIA
372
LS Investment Advisors
Michigan
$3.1M -$39K -233 -1%
PWM
373
Paulson Wealth Management
Illinois
$3.1M -$97.1K -581 -3%
VFA
374
Valeo Financial Advisors
Indiana
$3.1M +$911K +5,449 +26%
3IP
375
3Chopt Investment Partners
Virginia
$3.07M -$315K -1,884 -9%
13 14
15
16 17