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
PS
501
Principal Securities
Iowa
$2.74M +$114K +543 +4%
MCA
502
Maryland Capital Advisors
Maryland
$2.73M -$71.4K -341 -3%
ORC
503
O'Rourke & Company
Massachusetts
$2.71M -$24.7K -118 -0.9%
FFL
504
Financial Freedom LLC
Ohio
$2.7M -$178K -852 -6%
ABWM
505
Alpine Bank Wealth Management
Colorado
$2.69M – – –
BHWM
506
Beaird Harris Wealth Management
Texas
$2.67M +$5.86K +28 +0.2%
TPCW
507
TD Private Client Wealth
New York
$2.67M +$491K +2,345 +23%
LIA
508
LS Investment Advisors
Michigan
$2.64M -$46.3K -221 -2%
AWM
509
Arista Wealth Management
Nevada
$2.64M -$244K -1,165 -9%
TCOTS
510
Trust Company of the South
North Carolina
$2.63M -$320K -1,526 -11%
R
511
Rebalance
California
$2.6M +$1.47K +7 +0.1%
RGC
512
Roberts, Glore & Co
Illinois
$2.58M -$540K -2,580 -17%
IWA
513
IVC Wealth Advisors
Pennsylvania
$2.58M +$149K +710 +6%
CAWM
514
Capital Advisors Wealth Management
Washington
$2.57M -$13K -62 -0.5%
PIMG
515
Patriot Investment Management Group
Tennessee
$2.57M +$419 +2 +0%
MOS
516
MGO One Seven
Ohio
$2.55M -$41.2K -197 -2%
LIM
517
Leavell Investment Management
Alabama
$2.52M -$93K -444 -4%
IA
518
IFP Advisors
Florida
$2.52M +$284K +1,356 +13%
SC
519
SouthState Corp
Florida
$2.47M -$75.8K -362 -3%
HNB
520
Huntington National Bank
Ohio
$2.47M – – –
NRI
521
NFP Retirement Inc
California
$2.47M +$218K +1,041 +10%
TFS
522
Thoroughbred Financial Services
Tennessee
$2.46M +$476K +2,271 +24%
PL
523
Plancorp LLC
Missouri
$2.45M -$49.4K -236 -2%
NSIM
524
North Star Investment Management
Illinois
$2.44M -$85.2K -407 -3%
SFP
525
Sterling Financial Planning
New Jersey
$2.43M -$419 -2 -0%
19 20
21
22 23