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
NC
551
NewSquare Capital
Pennsylvania
$10K +$10.6K +80 New
AOWM
552
Alpha Omega Wealth Management
Virginia
$9K – – –
QAM
553
QCI Asset Management
New York
$9K – – –
EWM
554
Edge Wealth Management
New York
$8K -$1.86K -14 -19%
CCM
555
Cribstone Capital Management
Maine
$8K – – –
JCM
556
Jacobi Capital Management
Pennsylvania
$8K – – –
ME
557
McIlrath & Eck
Washington
$8K – – –
MPPLM
558
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K – – –
SAM
559
Shamrock Asset Management
Texas
$8K – – –
CAL
560
Capital Analysts LLC
Pennsylvania
$7K -$72.2K -545 -91%
MIM
561
Macroview Investment Management
Maryland
$7K – – –
WB
562
Webster Bank
Connecticut
$7K – – –
FGC
563
Financial Gravity Companies
Texas
$6K -$22.4K -169 -80%
TFO
564
Tarbox Family Office
California
$6K -$265 -2 -4%
LWA
565
Lenox Wealth Advisors
New York
$6K – – –
MCM
566
MV Capital Management
Maryland
$6K – – –
RFM
567
Royal Fund Management
Florida
$6K – – –
FGAM
568
Financial Gravity Asset Management
Texas
$6K +$5.7K +43 New
IFAM
569
Institutional & Family Asset Management
Colorado
$6K +$5.83K +44 New
CWM
570
Catamount Wealth Management
Connecticut
$5K – – –
FWM
571
Focused Wealth Management
New York
$5K – – –
IF
572
Ironwood Financial
Arizona
$5K – – –
RFA
573
Reilly Financial Advisors
California
$5K – – –
RCG
574
Ruggie Capital Group
Florida
$5K – – –
TSW
575
Thompson Siegel & Walmsley
Virginia
$5K – – –
21 22
23
24 25