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
JHCP
1101
Jackson Hole Capital Partners
Oklahoma
$7K – – –
CWP
1102
Concord Wealth Partners
Virginia
$7K +$492 +3 +7%
TC
1103
Truvestments Capital
Florida
$7K +$7.38K +45 New
MCM
1104
McMillion Capital Management
North Carolina
$7K +$8.2K +50 New
LS
1105
Leelyn Smith
Illinois
$6K -$656 -4 -9%
JPLA
1106
Joseph P. Lucia & Associates
New York
$6K – – –
PPWM
1107
PFG Private Wealth Management
Florida
$5K -$3.28K -20 -37%
HFA
1108
HC Financial Advisors
California
$5K – – –
SIS
1109
Sound Income Strategies
Florida
$5K +$820 +5 +18%
GFP
1110
Gryphon Financial Partners
Ohio
$5K +$4.92K +30 New
SFM
1111
Systematic Financial Management
New Jersey
$5K +$5.74K +35 New
BA
1112
Bivin & Associates
Oklahoma
$4K – – –
OSNBOA
1113
Old Second National Bank of Aurora
Illinois
$4K – – –
PWMG
1114
Prestige Wealth Management Group
New Jersey
$4K – – –
VRM
1115
Vectors Research Management
New York
$4K – – –
AW
1116
ACG Wealth
Georgia
$4K +$3.94K +24 New
RMC
1117
Resources Management Corp
Connecticut
$4K +$4.1K +25 New
DAC
1118
Dividend Assets Capital
South Carolina
$3K – – –
JMF
1119
Johnson Midwest Financial
Iowa
$3K – – –
RPCA
1120
Running Point Capital Advisors
California
$3K – – –
WOC
1121
West Oak Capital
California
$3K – – –
LDFR
1122
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3.12K +19 New
KFS
1123
Kelly Financial Services
Massachusetts
$2.25K – – –
IFA
1124
Interactive Financial Advisors
Illinois
$2K -$104K -635 -98%
CT
1125
Clearstead Trust
Maine
$2K – – –
43 44
45
46 47