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
AWC
801
Adamsbrown Wealth Consultants
Kansas
$374K +$372K +2,090 New
LWP
802
Lumature Wealth Partners
Georgia
$373K -$6.22K -35 -2%
DE
803
Day & Ennis
Georgia
$373K +$1.6K +9 +0.4%
CA
804
Calton & Associates
Florida
$371K -$158K -891 -30%
PG
805
Prostatis Group
Maryland
$365K -$138K -774 -27%
BAS
806
Brown Advisory Securities
Maryland
$365K – – –
VVP
807
Venture Visionary Partners
Ohio
$365K – – –
RPGK
808
Retirement Planning Group (Kansas)
Kansas
$364K -$6.94K -39 -2%
AIA
809
Arbor Investment Advisors
North Carolina
$364K +$8.89K +50 +3%
MFA
810
Mayflower Financial Advisors
Massachusetts
$359K -$1.07K -6 -0.3%
RG
811
Rathbones Group
United Kingdom
$358K – – –
BAM
812
Bosun Asset Management
Illinois
$358K +$356K +2,000 New
CWA
813
Consilium Wealth Advisory
Texas
$358K +$356K +2,000 New
RWA
814
Redmont Wealth Advisors
Illinois
$358K +$356K +2,000 New
EC
815
Estate Counselors
Wisconsin
$357K +$356K +2,000 New
KWS
816
Keystone Wealth Services
California
$356K +$354K +1,989 New
ECG
817
EPIQ Capital Group
California
$355K +$2.31K +13 +0.7%
FPCP
818
Fort Point Capital Partners
California
$354K -$16.5K -93 -4%
AIA
819
Angeles Investment Advisors
California
$354K +$125K +703 +55%
MWM
820
Minot Wealth Management
Massachusetts
$352K +$4.62K +26 +1%
MA
821
Mezzasalma Advisors
New Jersey
$350K -$5.51K -31 -2%
WTC
822
WhitTier Trust Company
Nevada
$348K – – –
LL
823
LPWM LLC
Minnesota
$348K +$64.7K +364 +23%
FCM
824
Fourpath Capital Management
Oklahoma
$348K +$346K +1,945 New
AA
825
Argent Advisors
Louisiana
$347K +$78.1K +439 +29%
31 32
33
34 35