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
CAAS
901
Capital Asset Advisory Services
Michigan
$46K – – –
NG
902
NWK Group
California
$46K – – –
FA
903
Flagstar Advisors
New York
$45K +$46K +269 New
BCA
904
Berman Capital Advisors
Georgia
$42K – – –
GCM
905
Garland Capital Management
Washington
$41K +$171 +1 +0.4%
IFA
906
Interactive Financial Advisors
Illinois
$40K -$11.8K -69 -23%
FGAM
907
Financial Gravity Asset Management
Texas
$37K – – –
EW
908
Evoke Wealth
California
$36K – – –
HFS
909
Hantz Financial Services
Michigan
$36K +$34.2K +200 +2,000%
KTC
910
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
EW
911
Element Wealth
Mississippi
$34K – – –
MWM
912
Mascoma Wealth Management
New Hampshire
$33K +$33.6K +196 New
WWM
913
Wolff Wiese Magana
California
$32K +$1.03K +6 +3%
PFA
914
Professional Financial Advisors
Nebraska
$31K +$171 +1 +0.6%
MPCG
915
Matrix Private Capital Group
New York
$31K +$1.88K +11 +6%
SBL
916
Sargent Bickham Lagudis
Colorado
$31K +$19.5K +114 +168%
SFC
917
SYM Financial Corp
Indiana
$30K – – –
WT
918
Washington Trust
Rhode Island
$30K – – –
LWA
919
Lenox Wealth Advisors
New York
$30K +$9.42K +55 +46%
AP
920
Atwood & Palmer
Missouri
$30K +$30.8K +180 New
CAM
921
Costello Asset Management
Pennsylvania
$27K – – –
COCM
922
Charter Oak Capital Management
New Hampshire
$27K +$13.9K +81 +104%
JWBC
923
John W. Brooker & Co
California
$26K – – –
APC
924
Aspire Private Capital
North Carolina
$25K – – –
WB
925
Webster Bank
Connecticut
$25K – – –
35 36
37
38 39