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
WAM
1226
WNY Asset Management
New York
$283K -$72K -352 -21%
PA
1227
Paragon Advisors
Texas
$283K +$13.3K +65 +5%
GSWM
1228
Golden State Wealth Management
California
$281K +$204 +1 +0.1%
SIA
1229
Stegner Investment Associates
Kentucky
$281K +$275K +1,346 New
RCAG
1230
Rehmann Capital Advisory Group
Michigan
$281K +$818 +4 +0.3%
DP
1231
Dearborn Partners
Illinois
$279K +$274K +1,339 New
FMWA
1232
Forvis Mazars Wealth Advisors
Missouri
$278K +$3.27K +16 +1%
LB
1233
Legacy Bridge
Iowa
$277K +$46.6K +228 +21%
HL
1234
HeadInvest LLC
Maine
$277K – – –
HFA
1235
Hippocratic Financial Advisors
California
$276K -$35.2K -172 -12%
CCWM
1236
Cassaday & Co Wealth Management
Virginia
$275K +$270K +1,319 New
GHAM
1237
Gilman Hill Asset Management
Connecticut
$275K -$6.13K -30 -2%
MPCL
1238
My Personal CFO LLC
Washington
$274K -$47.2K -231 -15%
FWMP
1239
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$274K – – –
PCM
1240
Passive Capital Management
Maryland
$273K – – –
CCA
1241
Cobblestone Capital Advisors
New York
$273K – – –
AWMS
1242
Advocacy Wealth Management Services
Georgia
$272K +$267K +1,305 New
AWA
1243
Amplius Wealth Advisors
Pennsylvania
$272K -$59.3K -290 -18%
BIP
1244
Brandes Investment Partners
California
$272K -$1.56M -7,631 -85%
FFA
1245
Founders Financial Alliance
North Carolina
$270K +$202K +989 +326%
WQ
1246
Wealth Quarterback
New Jersey
$269K -$8.18K -40 -3%
BMWS
1247
Brady Martz Wealth Solutions
North Dakota
$268K – – –
SIMG
1248
Sonora Investment Management Group
Arizona
$267K – – –
MPAM
1249
Murphy Pohlad Asset Management
Minnesota
$267K +$28.4K +139 +12%
APW
1250
Axim Planning & Wealth
Ohio
$265K -$7.36K -36 -3%
48 49
50
51 52