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
MFT
701
Moisand Fitzgerald Tamayo
Florida
$1M -$3.59K -22 -0.4%
USCWA
702
U.S. Capital Wealth Advisors
Texas
$998K -$28.6K -175 -3%
BOH
703
Bank of Hawaii
Hawaii
$986K +$186K +1,138 +26%
IFWM
704
Institute for Wealth Management
Colorado
$985K +$25K +153 +3%
ATI
705
ARK & TLK Investments
Oklahoma
$982K +$891K +5,458 New
KA
706
Klingman & Associates
New York
$965K -$124K -758 -12%
BC
707
Bowman & Company
Wisconsin
$965K +$114K +700 +15%
RRA
708
Round Rock Advisors
Connecticut
$964K +$26.9K +165 +3%
DI
709
DFPG Investments
Utah
$963K +$42.9K +263 +5%
FNBOMD
710
First National Bank of Mount Dora
Florida
$959K -$8.98K -55 -1%
FDDB
711
Fidelity D&D Bancorp
Pennsylvania
$959K -$38.9K -238 -4%
VAG
712
Vannoy Advisory Group
Texas
$957K +$868K +5,315 New
BWM
713
BCS Wealth Management
Tennessee
$953K -$130K -798 -13%
SWM
714
Silverlake Wealth Management
Vermont
$950K +$11.9K +73 +1%
KWMG
715
King Wealth Management Group
Florida
$946K +$620K +3,795 +259%
TWP
716
Tyche Wealth Partners
Texas
$944K +$856K +5,246 New
AWA
717
Arete Wealth Advisors
Illinois
$940K +$853K +5,224 New
LWM
718
LongView Wealth Management
Georgia
$939K +$868K +5,318 New
PCA
719
Prosperity Capital Advisors
Ohio
$938K +$229K +1,404 +37%
SIA
720
Schechter Investment Advisors
Michigan
$938K -$51.3K -314 -6%
GGS
721
Galvin Gaustad & Stein
Arizona
$933K – – –
HVP
722
Hudson Value Partners
Florida
$923K +$58.9K +361 +8%
MCM
723
MidAtlantic Capital Management
Virginia
$918K +$833K +5,100 New
KCM
724
Kathmere Capital Management
Pennsylvania
$917K -$34.6K -212 -4%
GIA
725
GHP Investment Advisors
Colorado
$914K +$268K +1,641 +48%
27 28
29
30 31