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
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$3.79M -$1.94M -10,472 -35%
CPA
377
Cathy Pareto & Associates
Florida
$3.79M -$282K -1,523 -7%
DPI
378
Diversified Portfolios Inc
Michigan
$3.77M +$1.06M +5,715 +42%
MBI
379
May Barnhard Investments
Maryland
$3.74M +$31.3K +169 +0.9%
JIR
380
James Investment Research
Ohio
$3.73M -$635K -3,431 -15%
ACA
381
Atlas Capital Advisors
Wyoming
$3.72M -$3.75M -20,285 -52%
BWA
382
BlueSky Wealth Advisors
North Carolina
$3.71M +$739K +3,990 +27%
IFWM
383
Institute for Wealth Management
Colorado
$3.7M +$2.38M +12,872 +211%
CW
384
CreativeOne Wealth
Kansas
$3.69M -$155K -836 -4%
SC
385
Scotia Capital
Ontario, Canada
$3.68M -$61.3K -331 -2%
LAM
386
LOM Asset Management
$3.67M +$3.49M +18,840 New
WPC
387
Wedmont Private Capital
Pennsylvania
$3.66M -$20.5K -111 -0.6%
TWM
388
TriaGen Wealth Management
California
$3.65M -$36.3K -196 -1%
RWM
389
Rialto Wealth Management
New York
$3.63M -$121K -651 -3%
AG
390
Ascent Group
Virginia
$3.59M -$26.7K -144 -0.8%
AWA
391
Arkadios Wealth Advisors
Georgia
$3.55M +$184K +996 +6%
PAI
392
Pittenger & Anderson Inc
Nebraska
$3.52M – – –
CWM
393
Cranbrook Wealth Management
Michigan
$3.52M +$25.5K +138 +0.8%
TAM
394
Tocqueville Asset Management
New York
$3.51M +$146K +791 +5%
HNB
395
Hilltop National Bank
Wyoming
$3.5M +$3.32M +17,947 New
RIA
396
Regal Investment Advisors
Michigan
$3.5M +$268K +1,450 +9%
APP
397
Avantax Planning Partners
Iowa
$3.48M -$20.5K -111 -0.6%
CAMG
398
CWA Asset Management Group
Florida
$3.47M -$555 -3 -0%
CA
399
CWC Advisors
Oregon
$3.46M +$51.1K +276 +2%
MCCP
400
Mission Creek Capital Partners
California
$3.45M -$327K -1,767 -9%
14 15
16
17 18