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
CCG
676
Chatham Capital Group
Georgia
$1.04M – – –
MSFS
677
Main Street Financial Solutions
Pennsylvania
$1.04M +$110K +597 +12%
WIA
678
World Investment Advisors
California
$1.04M +$1.05M +5,700 New
SFP
679
Strategic Financial Partners
Oregon
$1.04M -$86.6K -469 -8%
LWM
680
LongView Wealth Management
Georgia
$1.03M – – –
GIA
681
GHP Investment Advisors
Colorado
$1.03M +$3.14K +17 +0.3%
BFA
682
Beacon Financial Advisory
Ohio
$1.03M – – –
SWRP
683
Summit Wealth & Retirement Planning
California
$1.03M +$36.4K +197 +4%
BMCM
684
Burns Matteson Capital Management
New York
$1.02M -$213K -1,152 -17%
KWMG
685
King Wealth Management Group
Florida
$1.02M -$13.5K -73 -1%
CT
686
Colonial Trust
South Carolina
$1.02M +$764K +4,134 +282%
CCA
687
Clarity Capital Advisors
Florida
$1.02M +$4.25K +23 +0.4%
PIA
688
Perennial Investment Advisors
California
$1.02M -$30.9K -167 -3%
MFT
689
Moisand Fitzgerald Tamayo
Florida
$1.01M -$2.03K -11 -0.2%
IFWM
690
Institute for Wealth Management
Colorado
$1.01M +$6.1K +33 +0.6%
MWM
691
Meritas Wealth Management
California
$1.01M -$3.14K -17 -0.3%
OC
692
Oppenheimer & Co
New York
$1.01M +$47.1K +255 +5%
BWP
693
BSW Wealth Partners
Colorado
$1,000K +$88.9K +481 +10%
JCM
694
Jacobi Capital Management
Pennsylvania
$995K -$32.7K -177 -3%
KAM
695
KEB Asset Management
Illinois
$988K -$126K -682 -11%
TCM
696
TruNorth Capital Management
Michigan
$986K +$754K +4,080 +308%
CFGSD
697
Compass Financial Group (South Dakota)
South Dakota
$982K +$46.4K +251 +5%
BAMG
698
Brand Asset Management Group
Missouri
$979K +$44.9K +243 +5%
IAS
699
Insigneo Advisory Services
Florida
$969K +$439K +2,375 +81%
MF
700
Meridian Financial
Massachusetts
$967K +$6.46K +35 +0.7%
26 27
28
29 30