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
PGWM
601
Parisi Gray Wealth Management
New Jersey
$3K – – –
RBA
602
Richard Bernstein Advisors
New York
$3K – – –
TCOV
603
Trust Company of Vermont
Vermont
$3K – – –
DBT
604
Dubuque Bank & Trust
Iowa
$2K – – –
GTAM
605
Global Trust Asset Management
Florida
$1K – – –
WF
606
WealthTrust Fairport
Ohio
$1K +$805 +6 New
KC
607
KHP Capital
Oklahoma
$1K +$1.21K +9 New
WAM
608
Watermark Asset Management
California
$1K +$1.21K +9 New
CFG
609
Citizens Financial Group
Rhode Island
$1K +$1.48K +11 New
GT
610
Glenmede Trust
Pennsylvania
– -$14.4M -108,243 Closed
PFA
611
Pinnacle Family Advisors
Missouri
– -$14M -107,930 Closed
SWM
612
Shakespeare Wealth Management
Wisconsin
– -$6.08M -46,946 Closed
CNBT
613
Canandaigua National Bank & Trust
New York
– -$3M -23,185 Closed
CAN
614
Cetera Advisor Networks
California
– -$1.34M -10,423 Closed
BCM
615
BTC Capital Management
Iowa
– -$1.19M -9,181 Closed
S
616
Schroders
United Kingdom
– -$1.18M -9,120 Closed
IFWM
617
Institute for Wealth Management
Colorado
– -$883K -6,769 Closed
VA
618
Valmark Advisers
Ohio
– -$454K -3,507 Closed
PAG
619
Pinnacle Advisory Group
Maryland
– -$345K -2,668 Closed
TFF
620
The Family Firm
Maryland
– -$341K -2,637 Closed
EFS
621
Essex Financial Services
Connecticut
– -$309K -2,384 Closed
CFB
622
Cullen/Frost Bankers
Texas
– -$253K -1,953 Closed
NPF
623
Norris Perne & French
Michigan
– -$239K -1,845 Closed
MWAC
624
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$229K -1,773 Closed
CB
625
Cadence Bank
Mississippi
– -$223K -1,725 Closed
22 23 24
25
26