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
CBU
501
CIBC Bank USA
Illinois
$257K – – –
RG
502
Rathbones Group
United Kingdom
$257K – – –
TVWM
503
Tower View Wealth Management
Wisconsin
$257K – – –
RWM
504
RKL Wealth Management
Pennsylvania
$254K -$38K -299 -13%
MMHP
505
Murphy Middleton Hinkle & Parker
Georgia
$254K – – –
CC
506
Claybrook Capital
Massachusetts
$250K +$127K +1,002 +107%
IFWM
507
Institute for Wealth Management
Colorado
$250K +$247K +1,943 New
AOWM
508
Alpha Omega Wealth Management
Virginia
$249K -$544K -4,277 -69%
AB
509
AT Bancorp
Iowa
$247K -$348K -2,738 -59%
FA
510
FCG Advisors
New Jersey
$247K -$3.43K -27 -1%
HCA
511
Harbour Capital Advisors
Virginia
$246K -$20K -157 -8%
CCA
512
Checchi Capital Advisers
California
$246K +$7.63K +60 +3%
TFS
513
Thoroughbred Financial Services
Tennessee
$242K +$240K +1,883 New
B
514
Bridgeworth
Alabama
$240K +$236K +1,859 New
FWM
515
Frontier Wealth Management
Missouri
$237K -$2.67K -21 -1%
WA
516
Wambolt & Associates
Colorado
$231K -$2.42K -19 -1%
PJSIMP
517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K -$76.3K -600 -25%
DE
518
Day & Ennis
Georgia
$230K – – –
TA
519
TFG Advisers
Michigan
$229K -$9.67K -76 -4%
AL
520
Aspiriant LLC
California
$228K -$24.5K -193 -10%
WI
521
Wintrust Investments
Illinois
$228K -$16.5K -130 -7%
PO
522
Private Ocean
California
$228K +$99.6K +783 +79%
IP
523
Intellectus Partners
California
$227K +$223K +1,752 New
EWA
524
EP Wealth Advisors
California
$225K -$16.5K -130 -7%
FCA
525
FinTrust Capital Advisors
South Carolina
$223K – – –
19 20
21
22 23