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
BCA
1126
Ballentine Capital Advisors
South Carolina
$439K – – –
SDJVC
1127
St. Denis J. Villere & Co
Louisiana
$439K – – –
WBCM
1128
Wilson & Boucher Capital Management
California
$439K – – –
RFS
1129
Retirement Financial Solutions
Tennessee
$437K +$2.46K +11 +0.5%
CIA
1130
Capital Investment Advisors
Georgia
$436K -$8.05K -36 -2%
BAM
1131
Bosun Asset Management
Illinois
$435K – – –
RG
1132
Rathbones Group
United Kingdom
$435K – – –
AIM
1133
Athena Investment Management
California
$434K – – –
LPAM
1134
Lodestar Private Asset Management
California
$433K -$224 -1 -0.1%
CWS
1135
Confluence Wealth Services
Pennsylvania
$433K +$19.7K +88 +5%
CPRPA
1136
Cerity Partners Retirement Plan Advisors
New York
$433K +$445K +1,992 New
PWM
1137
Provident Wealth Management
Tennessee
$432K -$15.2K -68 -3%
CA
1138
CoreCap Advisors
Michigan
$431K +$43.8K +196 +11%
SNBOSD
1139
Security National Bank of So Dak
Iowa
$431K +$230K +1,030 +108%
AI
1140
Accredited Investors
Minnesota
$431K +$8.94K +40 +2%
SSCA
1141
South Shore Capital Advisors
Massachusetts
$430K -$6.71K -30 -1%
FMWA
1142
Forvis Mazars Wealth Advisors
Missouri
$429K +$72.2K +323 +20%
QCG
1143
Quadrant Capital Group
Ohio
$426K – – –
GAM
1144
Gemmer Asset Management
California
$426K +$1.56K +7 +0.4%
HSA
1145
HBK Sorce Advisory
Pennsylvania
$425K +$1.79K +8 +0.4%
BCA
1146
Bay Colony Advisors
Massachusetts
$425K -$36.9K -165 -8%
AWC
1147
Adamsbrown Wealth Consultants
Kansas
$425K +$4.25K +19 +1%
WKWM
1148
Walter & Keenan Wealth Management
Indiana
$423K -$14.8K -66 -3%
GWM
1149
Grand Wealth Management
Michigan
$423K +$2.46K +11 +0.6%
C1AG
1150
Client 1st Advisory Group
Florida
$423K – – –
44 45
46
47 48