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
AWA
826
Alaska Wealth Advisors
Alaska
$220K – – –
CS
827
Cannell & Spears
New York
$219K – – –
GWM
828
Gray Wealth Management
Maine
$219K +$218K +1,259 New
HI
829
Hudock Inc
Pennsylvania
$218K +$53.5K +309 +33%
IB
830
Intrust Bank
Kansas
$217K – – –
HSA
831
HBK Sorce Advisory
Pennsylvania
$216K -$45.8K -264 -17%
WF
832
Welch & Forbes
Massachusetts
$216K – – –
WA
833
Wealth Advisors
California
$216K +$220K +1,270 New
OCM
834
One Capital Management
California
$214K +$214K +1,237 New
CCM
835
Colorado Capital Management
Colorado
$213K – – –
MLFP
836
MPS Loria Financial Planners
Illinois
$213K – – –
PFBT
837
Parkside Financial Bank & Trust
Missouri
$210K – – –
JWM
838
Jeppson Wealth Management
California
$209K -$2.95K -17 -1%
MJRIC
839
Mogy Joel R Investment Counsel
California
$208K +$208K +1,200 New
BCM
840
BlueCrest Capital Management
Jersey
$207K -$11.3K -65 -5%
S
841
Surevest
California
$206K +$205K +1,185 New
JCIA
842
Jackson Creek Investment Advisors
Colorado
$204K -$11.8K -68 -5%
CAC
843
Certified Advisory Corp
Florida
$204K +$347 +2 +0.2%
APW
844
Austin Private Wealth
Texas
$203K +$203K +1,171 New
KWM
845
Keebeck Wealth Management
Illinois
$202K -$10.4K -60 -5%
CCMG
846
Clark Capital Management Group
Pennsylvania
$202K +$202K +1,165 New
PWM
847
Paulson Wealth Management
Illinois
$201K +$200K +1,155 New
CFN
848
Cordasco Financial Network
Florida
$191K -$188K -1,083 -50%
LCM
849
Logan Capital Management
Pennsylvania
$185K – – –
PB
850
Pinnacle Bancorp
Nebraska
$180K +$15.6K +90 +10%
32 33
34
35 36