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
DAM
926
Delta Asset Management
Tennessee
$24K – – –
HWA
927
HHM Wealth Advisors
Tennessee
$24K – – –
CB
928
CNB Bank
Pennsylvania
$24K +$13.7K +80 +127%
PA
929
PSI Advisors
Florida
$23K +$23.6K +138 New
IWP
930
IAG Wealth Partners
Wisconsin
$22K – – –
HIA
931
Harbor Investment Advisory
Maryland
$21K – – –
VCM
932
Vigilant Capital Management
Maine
$21K +$20.9K +122 New
GEA
933
Glen Eagle Advisors
New Jersey
$20.1K – – –
CDIA
934
Capital Directions Investment Advisors
Georgia
$18K -$11.8K -69 -40%
APW
935
Acima Private Wealth
Virginia
$18K +$17.8K +104 New
CC
936
Chicago Capital
Illinois
$18K +$18.5K +108 New
CPC
937
Consolidated Planning Corp
Georgia
$18K +$18.7K +109 New
DOA
938
D'Orazio & Associates
Virginia
$17K – – –
CCM
939
Covington Capital Management
California
$16K +$11.1K +65 +224%
TF
940
Tompkins Financial
New York
$16K +$15.8K +92 New
HA
941
Herold Advisors
New York
$16K +$17.1K +100 New
LS
942
Leelyn Smith
Illinois
$14K -$514 -3 -3%
HWM
943
HighMark Wealth Management
Minnesota
$14K +$4.28K +25 +45%
ACA
944
Aptus Capital Advisors
Alabama
$13K -$2.4K -14 -16%
BA
945
Bellwether Advisors
Nebraska
$13K – – –
GKWIM
946
Gerber Kawasaki Wealth & Investment Management
California
$13K +$13.7K +80 New
PPWM
947
PFG Private Wealth Management
Florida
$13K +$13.7K +80 New
BCM
948
Blume Capital Management
California
$12K – – –
EIP
949
Ellis Investment Partners
Pennsylvania
$12K – – –
AA
950
AlphaMark Advisors
Kentucky
$11K -$10.3K -60 -48%
36 37
38
39 40