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
AWM
851
Axxcess Wealth Management
California
$622K -$6.73K -35 -1%
RWM
852
Rockwood Wealth Management
Pennsylvania
$622K +$5.96K +31 +1%
AFM
853
Abbot Financial Management
Massachusetts
$619K +$43.3K +225 +8%
CCB
854
Country Club Bank
Missouri
$619K – – –
WA
855
Wealthstream Advisors
New York
$618K +$2.5K +13 +0.4%
SCM
856
SOL Capital Management
Maryland
$617K – – –
HPM
857
Hoxton Planning & Management
West Virginia
$614K -$4.04K -21 -0.7%
AF
858
Apexium Financial
Texas
$612K +$15.2K +79 +3%
RA
859
Resolute Advisors
California
$612K +$5.77K +30 +1%
EPWM
860
Essex Private Wealth Management
Massachusetts
$611K -$1.92K -10 -0.3%
UI
861
Unconventional Investor
New Hampshire
$609K +$2.5K +13 +0.4%
AGWCA
862
Annis Gardner Whiting Capital Advisors
Florida
$605K – – –
SPWM
863
Schrum Private Wealth Management
Florida
$604K +$289K +1,504 +100%
GWMI
864
Guardian Wealth Management (Illinois)
Illinois
$595K +$211K +1,100 +59%
RMA
865
Roffman Miller Associates
Pennsylvania
$590K -$13.6K -71 -2%
SOAG
866
Silver Oak Advisory Group
Oregon
$587K -$5K -26 -0.9%
WC
867
Westhampton Capital
North Carolina
$586K +$561K +2,920 New
PTC
868
Private Trust Company
Ohio
$585K -$9.04K -47 -2%
CAG
869
Crestwood Advisors Group
Massachusetts
$584K +$769 +4 +0.1%
CWM
870
Collaborative Wealth Management
Florida
$582K -$3.85K -20 -0.7%
KWAG
871
Kiely Wealth Advisory Group
North Carolina
$580K +$22.7K +118 +5%
TAM
872
Townsend Asset Management
North Carolina
$580K +$48.2K +251 +10%
TPW
873
Talon Private Wealth
Florida
$579K +$554K +2,884 New
TVAMP
874
Tennessee Valley Asset Management Partners
Tennessee
$579K -$613K -3,189 -53%
CF
875
Centaurus Financial
California
$577K +$26.1K +136 +5%
33 34
35
36 37