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
FWM
851
ForthRight Wealth Management
Georgia
$11K +$10.3K +80 New
ACA
852
Aptus Capital Advisors
Alabama
$10K – – –
HWA
853
HCR Wealth Advisors
California
$10K – – –
WB
854
Webster Bank
Connecticut
$10K +$9.16K +71 New
EIP
855
Ellis Investment Partners
Pennsylvania
$10K +$9.42K +73 New
BA
856
Bellwether Advisors
Nebraska
$10K +$9.93K +77 New
CB
857
CNB Bank
Pennsylvania
$9K – – –
SBL
858
Sargent Bickham Lagudis
Colorado
$9K – – –
SL
859
Savior LLC
Massachusetts
$9K – – –
TF
860
Tompkins Financial
New York
$9K – – –
PCA
861
Providence Capital Advisors
North Carolina
$9K +$7.87K +61 New
GA
862
GoalVest Advisory
New York
$9K +$8.13K +63 New
FP
863
Fiduciary Planning
Florida
$8K – – –
ONST
864
Old North State Trust
North Carolina
$8K – – –
IA
865
Inspire Advisors
Idaho
$8K +$7.35K +57 New
AF
866
Affiance Financial
Minnesota
$7K -$4.51K -35 -42%
GG
867
Gleason Group
Kentucky
$7K – – –
LWM
868
Liberty Wealth Management
California
$7K – – –
NFSG
869
Newbridge Financial Services Group
Florida
$7K – – –
TC
870
Trust Company
Kansas
$7K – – –
BFO
871
Biltmore Family Office
North Carolina
$7K +$129 +1 +2%
BCM
872
Bourgeon Capital Management
Connecticut
$7K +$6.45K +50 New
MCM
873
McMillion Capital Management
North Carolina
$7K +$6.45K +50 New
HIM
874
HawsGoodwin Investment Management
Tennessee
$7K +$6.71K +52 New
PWMG
875
Prestige Wealth Management Group
New Jersey
$6K -$1.94K -15 -28%
33 34
35
36 37