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
RIA
826
Realta Investment Advisors
Delaware
$608K +$124K +671 +25%
BMCM
827
Bryn Mawr Capital Management
Pennsylvania
$606K +$14.6K +79 +2%
TWA
828
TCI Wealth Advisors
Arizona
$603K +$68.2K +369 +13%
LA
829
Lane & Associates
New Jersey
$602K -$10.7K -58 -2%
ECM
830
Evergreen Capital Management
Washington
$602K – – –
WP
831
WMS Partners
Maryland
$602K -$8.13K -44 -1%
TWP
832
TFO Wealth Partners
Ohio
$597K – – –
BB
833
Busey Bank
Illinois
$594K – – –
WWM
834
Western Wealth Management
Colorado
$592K +$47.8K +259 +9%
SW
835
SVB Wealth
Massachusetts
$588K -$478K -2,587 -45%
SFPG
836
Stonebridge Financial Planning Group
Florida
$586K +$61.9K +335 +12%
FFA
837
Fortune Financial Advisors
Kansas
$579K -$12.6K -68 -2%
BTWM
838
Brass Tax Wealth Management
Ohio
$578K -$5.17K -28 -0.9%
CA
839
Continuum Advisory
Idaho
$576K -$63K -341 -10%
BFC
840
Bedel Financial Consulting
Indiana
$572K -$369 -2 -0.1%
AWM
841
Axxcess Wealth Management
California
$572K +$28.3K +153 +5%
FFS
842
Founders Financial Securities
Maryland
$572K +$56.9K +308 +11%
FHA
843
Flagship Harbor Advisors
Massachusetts
$566K +$3.88K +21 +0.7%
HNWAG
844
High Net Worth Advisory Group
Florida
$564K +$279K +1,513 +96%
CFG
845
Citizens Financial Group
Rhode Island
$563K +$4.25K +23 +0.8%
HPM
846
Hoxton Planning & Management
West Virginia
$562K -$369 -2 -0.1%
SCM
847
SOL Capital Management
Maryland
$561K -$59.1K -320 -9%
CCB
848
Country Club Bank
Missouri
$560K -$577K -3,121 -50%
RWM
849
Rockwood Wealth Management
Pennsylvania
$559K +$6.1K +33 +1%
WA
850
Wealthstream Advisors
New York
$559K -$10.3K -56 -2%
32 33
34
35 36