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
CI
501
Chartist Inc
California
$214K -$410K -3,239 -63%
EWA
502
EP Wealth Advisors
California
$214K -$67.7K -535 -22%
PGAM
503
Princeton Global Asset Management
New Jersey
$213K +$236K +1,864 New
FWM
504
Frontier Wealth Management
Missouri
$212K +$18.1K +143 +8%
TA
505
TFG Advisers
Michigan
$212K +$235K +1,861 New
CCA
506
Checchi Capital Advisers
California
$211K -$745K -5,888 -76%
TFCP
507
Twin Focus Capital Partners
Massachusetts
$211K -$243K -1,918 -51%
BO
508
BRR OpCo
Ohio
$207K +$230K +1,818 New
DE
509
Day & Ennis
Georgia
$204K +$226K +1,789 New
RFO
510
RiverGlades Family Offices
Florida
$204K +$226K +1,789 New
WA
511
Wambolt & Associates
Colorado
$203K +$226K +1,784 New
AIM
512
Advantage Investment Management
Iowa
$202K -$79.8K -631 -26%
CC
513
Cassaday & Co
Virginia
$199K -$20.5K -162 -9%
FCA
514
FinTrust Capital Advisors
South Carolina
$198K +$220K +1,735 New
RFC
515
Regions Financial Corp
Alabama
$195K – – –
BAM
516
Belpointe Asset Management
Nevada
$188K -$55.9K -442 -21%
MAM
517
Meeder Asset Management
Ohio
$180K +$199K +1,574 New
GRP
518
Global Retirement Partners
California
$179K -$10K -79 -5%
PMFA
519
Plante Moran Financial Advisors
Michigan
$179K +$55K +435 +38%
W
520
WealthOne
New York
$178K +$198K +1,566 New
SNT
521
Security National Trust
West Virginia
$174K – – –
ONST
522
Old North State Trust
North Carolina
$169K +$12.9K +102 +7%
RCA
523
Rowland Carmichael Advisors
Arizona
$164K -$284K -2,247 -61%
SBL
524
Sargent Bickham Lagudis
Colorado
$161K +$105K +829 +142%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$2.4K -19 -1%
19 20
21
22 23