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
OPPS
1026
Obsidian Personal Planning Solutions
Maryland
$324K – – –
SBIA
1027
Sheaff Brock Investment Advisors
Indiana
$322K -$36.9K -200 -10%
CAM
1028
Cidel Asset Management
Ontario, Canada
$321K -$25.9K -140 -7%
HIGP
1029
Hill Investment Group Partners
Missouri
$321K +$1.11K +6 +0.4%
GWM
1030
Grand Wealth Management
Michigan
$320K – – –
WCM
1031
Weik Capital Management
Pennsylvania
$319K – – –
TIM
1032
Total Investment Management
Arizona
$319K +$5.73K +31 +2%
SIC
1033
Sterling Investment Counsel
New York
$318K -$185 -1 -0.1%
JCM
1034
Jag Capital Management
Missouri
$316K -$11.3K -61 -3%
TFGT
1035
TS Financial Group (TSFG)
Illinois
$315K -$13.3K -72 -4%
CFP
1036
Cascade Financial Partners
California
$314K +$12K +65 +4%
WWWM
1037
White Wing Wealth Management
Texas
$314K -$1.25M -6,747 -80%
CWA
1038
CM Wealth Advisors
Ohio
$314K – – –
ACA
1039
Aptus Capital Advisors
Alabama
$314K -$1.07M -5,793 -77%
HGERS
1040
Householder Group Estate & Retirement Specialist
Arizona
$311K -$7.57K -41 -2%
LL
1041
LPWM LLC
Minnesota
$310K +$185 +1 +0.1%
HBW
1042
Hazlett, Burt & Watson
West Virginia
$310K – – –
MIM
1043
Marco Investment Management
Georgia
$305K -$46K -249 -13%
PWMAG
1044
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$32.5K +176 +12%
CRC
1045
Curi RMB Capital
Illinois
$304K -$19.6K -106 -6%
LAM
1046
Lakewood Asset Management
Illinois
$303K +$6.28K +34 +2%
MA
1047
MAS Advisors
Florida
$301K -$2.06M -11,140 -87%
KCM
1048
Kanawha Capital Management
Virginia
$301K -$38.1K -206 -11%
SYBT
1049
Stock Yards Bank & Trust
Kentucky
$300K -$37.1K -201 -11%
CWM
1050
Connecticut Wealth Management
Connecticut
$300K -$2.22K -12 -0.7%
40 41
42
43 44