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
GT
626
Glenmede Trust
Pennsylvania
$15.3K -$689K -5,295 -4%
CAGAS
627
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
VFA
628
Valeo Financial Advisors
Indiana
$14K -$38.2K -294 -73%
BEI
629
Benjamin Edwards Inc
Missouri
$14K +$14K +108 New
SIS
630
Sound Income Strategies
Florida
$13K -$40.1K -308 -75%
TSW
631
Thompson Siegel & Walmsley
Virginia
$13K -$4.94K -38 -27%
CB
632
CNB Bank
Pennsylvania
$13K – – –
LGWM
633
Litman Gregory Wealth Management
California
$13K – – –
MWM
634
Merriman Wealth Management
Washington
$12.5K +$25.6K +197 +2%
AIM
635
Axiom Investment Management
New York
$12K – – –
DWA
636
Dougherty Wealth Advisers
Minnesota
$12K – – –
LWM
637
Liberty Wealth Management
California
$12K +$5.46K +42 +84%
SFA
638
Semmax Financial Advisors
North Carolina
$11K -$13.1K -101 -55%
RFM
639
Royal Fund Management
Florida
$10K – – –
TVWM
640
Tower View Wealth Management
Wisconsin
$9K -$251K -1,929 -96%
QAM
641
QCI Asset Management
New York
$8K -$4.55K -35 -36%
CAL
642
Capital Analysts LLC
Pennsylvania
$8K – – –
SIM
643
Sonora Investment Management
Arizona
$8K +$7.93K +61 New
JPLA
644
Joseph P. Lucia & Associates
New York
$7K -$855K -6,575 -99%
MIM
645
Macroview Investment Management
Maryland
$7K – – –
TC
646
Trust Company
Kansas
$7K – – –
IFA
647
Interactive Financial Advisors
Illinois
$7K +$130 +1 +2%
MCM
648
McMillion Capital Management
North Carolina
$7K +$6.5K +50 New
BFO
649
Biltmore Family Office
North Carolina
$6K +$5.85K +45 New
TRCT
650
Tower Research Capital (TRC)
New York
$5K -$4.38M -33,676 -100%
24 25
26
27 28