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
LA
1226
LexAurum Advisors
Kansas
$274K +$283K +1,380 New
TA
1227
TruWealth Advisors
Louisiana
$273K +$205 +1 +0.1%
HWMC
1228
Heritage Wealth Management (California)
California
$273K +$282K +1,376 New
BCM
1229
BluePointe Capital Management
California
$270K -$2.67K -13 -0.9%
WFA
1230
Wells Financial Advisors
Massachusetts
$268K -$6.16K -30 -2%
RWA
1231
River Wealth Advisors
Pennsylvania
$268K -$22.4K -109 -7%
BFG
1232
Berger Financial Group
Minnesota
$266K +$276K +1,343 New
DWP
1233
Destiny Wealth Partners
Florida
$266K +$31K +151 +13%
FFA
1234
First Foundation Advisors
California
$264K – – –
TA
1235
TPG Advisors
Illinois
$262K – – –
RF
1236
RHS Financial
California
$261K -$22.2K -108 -8%
CA
1237
Claris Advisors
Missouri
$261K – – –
CCIA
1238
Cherry Creek Investment Advisors
Colorado
$260K +$1.44K +7 +0.5%
FWMP
1239
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$260K +$269K +1,312 New
PCM
1240
Passive Capital Management
Maryland
$260K – – –
IAIM
1241
International Assets Investment Management
Florida
$259K +$270K +1,314 New
SCM
1242
Sebold Capital Management
Illinois
$259K – – –
KWS
1243
Keystone Wealth Services
California
$259K +$269K +1,308 New
PW
1244
PUREfi Wealth
Massachusetts
$258K +$268K +1,304 New
BMWS
1245
Brady Martz Wealth Solutions
North Dakota
$257K +$264K +1,285 New
LA
1246
LWM Advisors
California
$257K +$266K +1,295 New
TI
1247
Trexquant Investment
Connecticut
$256K +$35.5K +173 +15%
LI
1248
LRI Investments
Florida
$256K – – –
DWM
1249
Defined Wealth Management
Oregon
$256K -$2.05K -10 -0.8%
MAMG
1250
Milestone Asset Management Group
Connecticut
$255K +$264K +1,285 New
48 49
50
51 52