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
JPLA
951
Joseph P. Lucia & Associates
New York
$7K – – –
LWM
952
Liberty Wealth Management
California
$7K – – –
OSNBOA
953
Old Second National Bank of Aurora
Illinois
$7K +$6.62K +42 New
FF
954
FourThought Financial
Florida
$6K -$473 -3 -7%
FWM
955
Focused Wealth Management
New York
$6K – – –
IF
956
Ironwood Financial
Arizona
$6K – – –
PWMG
957
Prestige Wealth Management Group
New Jersey
$4K -$1.89K -12 -31%
HH
958
HWG Holdings
Texas
$4K – – –
RWB
959
RMR Wealth Builders
New Jersey
$4K – – –
SIC
960
Salem Investment Counselors
North Carolina
$4K – – –
GAM
961
Gemmer Asset Management
California
$4K +$4.25K +27 New
VRM
962
Vectors Research Management
New York
$4K +$4.25K +27 New
COCM
963
Charter Oak Capital Management
New Hampshire
$3K – – –
WFA
964
WestHill Financial Advisors
California
$3K – – –
NFSG
965
Newbridge Financial Services Group
Florida
$2K -$5.51K -35 -76%
JWA
966
JFS Wealth Advisors
Pennsylvania
$2K – – –
FMP
967
Financial Management Professionals
Texas
$2K +$1.73K +11 New
CIA
968
Cascade Investment Advisors
Oregon
$1.66K – – –
GTAM
969
Global Trust Asset Management
Florida
$1K – – –
IBOK
970
Independence Bank of Kentucky
Kentucky
$1K – – –
WWMSC
971
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.42K +9 New
MA
972
MBA Advisors
Pennsylvania
$390 +$370K +2,352 New
BBHC
973
Brown Brothers Harriman & Co
New York
$334 -$5.67K -36 -2%
FGAM
974
Financial Gravity Asset Management
Texas
$35 – – –
KA
975
Kerrisdale Advisers
Florida
– -$11.3M -79,134 Closed
37 38
39
40 41