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
FIA
1126
Foundations Investment Advisors
Arizona
$352K -$2.06M -11,135 -86%
C1AG
1127
Client 1st Advisory Group
Florida
$352K – – –
CB
1128
Cadence Bank
Mississippi
$352K +$926 +5 +0.3%
SA
1129
Strategic Advisors
New York
$349K -$854K -4,615 -72%
UFA
1130
Uptown Financial Advisors
Texas
$349K – – –
CA
1131
CoreCap Advisors
Michigan
$346K -$85K -459 -21%
AI
1132
Accredited Investors
Minnesota
$345K -$64.4K -348 -16%
CCG
1133
Coastwise Capital Group
California
$344K – – –
WCM
1134
WealthTrak Capital Management
Virginia
$342K +$20.7K +112 +7%
CAM
1135
Cidel Asset Management
Ontario, Canada
$341K – – –
ETC
1136
Exchange Traded Concepts
Oklahoma
$341K +$324K +1,748 New
CP
1137
Camelot Portfolios
Ohio
$340K -$14.1K -76 -4%
CWM
1138
Centurion Wealth Management
Virginia
$340K +$322K +1,742 New
GWM
1139
Grand Wealth Management
Michigan
$339K -$7.96K -43 -2%
AWM
1140
Accurate Wealth Management
Florida
$339K +$10K +54 +3%
SRC
1141
Sage Rhino Capital
California
$338K +$321K +1,735 New
JCM
1142
Jag Capital Management
Missouri
$337K – – –
MA
1143
MAS Advisors
Florida
$337K +$22.6K +122 +8%
A
1144
Argentarii
Ohio
$337K +$33.5K +181 +12%
GWSG
1145
GPS Wealth Strategies Group
Colorado
$336K -$17.4K -94 -5%
OPPS
1146
Obsidian Personal Planning Solutions
Maryland
$336K – – –
BWM
1147
Benchmark Wealth Management
Connecticut
$334K -$23.1K -125 -7%
EWM
1148
Evercore Wealth Management
New York
$334K – – –
WAM
1149
WNY Asset Management
New York
$333K +$18.5K +100 +6%
CCFM
1150
Clear Creek Financial Management
Washington
$331K -$152K -822 -33%
44 45
46
47 48