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
SJL
451
Shayne & Jacobs LLC
Tennessee
$1.91M – – –
GBT
452
Grove Bank & Trust
Florida
$1.9M +$374K +2,150 +25%
IFG
453
Independent Financial Group
California
$1.89M +$524K +3,015 +39%
PBF
454
Petix & Botte Financial
California
$1.88M +$1.58M +9,106 +576%
BCM
455
BTC Capital Management
Iowa
$1.87M -$55.3K -318 -3%
GCA
456
Gradient Capital Advisors
California
$1.86M -$65.4K -376 -3%
BWP
457
BSW Wealth Partners
Colorado
$1.86M +$176K +1,015 +11%
REMPR
458
Roof Eidam Maycock Peralta (REMP)
California
$1.85M +$234K +1,345 +15%
VCM
459
Virtue Capital Management
Tennessee
$1.84M -$73.9K -425 -4%
1WA
460
180 Wealth Advisors
Washington
$1.84M +$50.6K +291 +3%
WBC
461
West Branch Capital
Massachusetts
$1.83M -$77.9K -448 -4%
BFA
462
Beacon Financial Advisory
Ohio
$1.82M +$50.8K +292 +3%
HR
463
Hardy Reed
Mississippi
$1.81M -$86.8K -499 -5%
NOI
464
Newton One Investments
Delaware
$1.81M -$29.6K -170 -2%
BEAM
465
Baker Ellis Asset Management
Washington
$1.8M +$4.35K +25 +0.2%
WPC
466
Wedmont Private Capital
Pennsylvania
$1.8M +$174K +998 +11%
SOS
467
Silver Oak Securities
Tennessee
$1.79M +$1.81M +10,417 New
AOWM
468
Alpha Omega Wealth Management
Virginia
$1.79M +$235K +1,351 +15%
WFAG
469
Wescott Financial Advisory Group
Pennsylvania
$1.78M +$1.76M +10,148 New
FWI
470
Facet Wealth Inc
Maryland
$1.78M -$21.9K -126 -1%
MIAN
471
Mariner Independent Advisor Network
Kansas
$1.78M +$1.76M +10,104 New
FAN
472
Financial Advisors Network
California
$1.77M +$92.5K +532 +6%
SC
473
SouthState Corp
Florida
$1.76M +$103K +590 +6%
TFA
474
Tobias Financial Advisors
Florida
$1.76M +$1.74M +10,009 New
SWM
475
SeaCrest Wealth Management
New York
$1.75M -$289K -1,664 -14%
17 18
19
20 21