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
VRM
976
Vectors Research Management
New York
$5K – – –
AIP
977
Ameritas Investment Partners
Nebraska
$5K +$5.03K +29 New
CCM
978
Covington Capital Management
California
$5K +$5.03K +29 New
PC
979
Pecaut & Co
Iowa
$5K +$5.2K +30 New
SIC
980
Salem Investment Counselors
North Carolina
$4K – – –
JMF
981
Johnson Midwest Financial
Iowa
$4K +$3.64K +21 New
PWA
982
Phoenix Wealth Advisors
North Carolina
$4K +$3.99K +23 New
IBOK
983
Independence Bank of Kentucky
Kentucky
$3K +$1.39K +8 +89%
CPWM
984
Cypress Point Wealth Management
Texas
$3K +$2.6K +15 New
H
985
HoyleCohen
California
$2.3K -$77.5K -447 -3%
JWA
986
JFS Wealth Advisors
Pennsylvania
$2K – – –
NFSG
987
Newbridge Financial Services Group
Florida
$2K – – –
GTAM
988
Global Trust Asset Management
Florida
$2K +$1.21K +7 +140%
HFS
989
Hantz Financial Services
Michigan
$2K +$1.73K +10 New
RBA
990
Richard Bernstein Advisors
New York
$2K +$2.08K +12 New
CIA
991
Cascade Investment Advisors
Oregon
$1.74K – – –
MA
992
MBA Advisors
Pennsylvania
$1.61K +$1.2M +6,934 +295%
CIA
993
Choate Investment Advisors
Massachusetts
$1K – – –
BWL
994
Bogart Wealth LLC
Virginia
$1K +$1.04K +6 New
BBHC
995
Brown Brothers Harriman & Co
New York
$260 -$90.5K -522 -26%
WBG
996
Wharton Business Group
Pennsylvania
– -$16.8M -101,420 Closed
HF
997
HRT Financial
New York
– -$10.5M -63,422 Closed
OPOWM
998
One Plus One Wealth Management
Florida
– -$7.22M -43,579 Closed
SFM
999
Signet Financial Management
New Jersey
– -$5.16M -31,147 Closed
VA
1000
Valmark Advisers
Ohio
– -$4.1M -24,763 Closed
38 39
40
41 42