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
DAC
651
Dividend Assets Capital
South Carolina
$10K -$11.5K -90 -54%
RFM
652
Royal Fund Management
Florida
$10K – – –
TVWM
653
Tower View Wealth Management
Wisconsin
$9K +$128 +1 +1%
QAM
654
QCI Asset Management
New York
$9K +$1.15K +9 +15%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.96K +70 New
IFA
656
Interactive Financial Advisors
Illinois
$7K – – –
MIM
657
Macroview Investment Management
Maryland
$7K – – –
GI
658
Gradient Investments
Minnesota
$7K +$2.82K +22 +61%
BFO
659
Biltmore Family Office
North Carolina
$6K – – –
MCM
660
McMillion Capital Management
North Carolina
$6K – – –
TC
661
Trust Company
Kansas
$6K – – –
1NWS
662
1 North Wealth Services
Maryland
$6K +$5.76K +45 New
BL
663
Balentine LLC
Georgia
$6K +$5.89K +46 New
SB
664
Strategic Blueprint
Georgia
$6K +$5.89K +46 New
FWM
665
Focused Wealth Management
New York
$5K – – –
HS
666
Horan Securities
United States
$5K – – –
IF
667
Ironwood Financial
Arizona
$5K – – –
SCA
668
Stonebridge Capital Advisors
Minnesota
$5K – – –
WCG
669
Weaver Consulting Group
California
$5K – – –
TFO
670
Tarbox Family Office
California
$4K +$3.97K +31 New
UB
671
UMB Bank
Missouri
$3.11K +$206K +1,612 +7%
AIP
672
Ameritas Investment Partners
Nebraska
$3K – – –
CCM
673
Cribstone Capital Management
Maine
$3K – – –
KTC
674
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
PCA
675
Providence Capital Advisors
North Carolina
$3K – – –
25 26
27
28 29