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
MCCP
401
Mission Creek Capital Partners
California
$3.45M -$327K -1,767 -9%
KSWA
402
Kathleen S. Wright Associates
Pennsylvania
$3.44M -$714K -3,857 -18%
NFC
403
Northeast Financial Consultants
Connecticut
$3.44M -$243K -1,313 -7%
FA
404
FDx Advisors
Illinois
$3.43M -$90.9K -491 -3%
IWS
405
Integrity Wealth Solutions
Colorado
$3.42M -$350K -1,892 -10%
IFA
406
Index Fund Advisors
California
$3.4M -$133K -718 -4%
MHIC
407
Marble Harbor Investment Counsel
Massachusetts
$3.39M -$37K -200 -1%
UB
408
UMB Bank
Missouri
$3.37M -$70.5K -381 -2%
EPW
409
Evergreen Private Wealth
Colorado
$3.37M +$190K +1,027 +6%
FWP
410
FAS Wealth Partners
Kansas
$3.35M -$37K -200 -1%
FFO
411
Fiduciary Family Office
Florida
$3.35M – – –
FFG
412
Fiduciary Financial Group
California
$3.29M +$113K +611 +4%
DWM
413
Diversify Wealth Management
Utah
$3.27M -$28.5K -154 -0.9%
AWS
414
Aspen Wealth Strategies
Colorado
$3.26M +$3.09M +16,693 New
OPTFSNA
415
Old Point Trust & Financial Services N A
Virginia
$3.25M +$381K +2,056 +14%
SCP
416
Stevens Capital Partners
Nebraska
$3.24M +$608K +3,284 +25%
EA
417
Echo45 Advisors
California
$3.24M +$72.9K +394 +2%
JWA
418
JFS Wealth Advisors
Pennsylvania
$3.24M – – –
EFS
419
Essex Financial Services
Connecticut
$3.23M -$138K -747 -4%
WP
420
WealthShield Partners
North Carolina
$3.23M +$7.22K +39 +0.2%
3IP
421
3Chopt Investment Partners
Virginia
$3.22M -$28.7K -155 -0.9%
NW
422
NewEdge Wealth
Pennsylvania
$3.22M +$1.23M +6,647 +69%
WF
423
Warner Financial
Maryland
$3.21M -$252K -1,362 -8%
WFM
424
Wolff Financial Management
Michigan
$3.21M – – –
TF
425
Theory Financial
Colorado
$3.21M -$281K -1,520 -9%
15 16
17
18 19