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
LRPA
1276
L. Roy Papp & Associates
Arizona
$238K +$1.23K +6 +0.5%
SHF
1277
Stage Harbor Financial
Massachusetts
$238K +$246K +1,200 New
VBWMG
1278
Von Berge Wealth Management Group
California
$238K +$616 +3 +0.3%
PA
1279
Paragon Advisors
Texas
$237K +$3.69K +18 +2%
WAG
1280
Winthrop Advisory Group
Massachusetts
$235K -$1.23K -6 -0.5%
WPW
1281
Watershed Private Wealth
Illinois
$235K +$1.44K +7 +0.6%
XPN
1282
XY Planning Network
Montana
$235K +$243K +1,185 New
GWANC
1283
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K -$46.8K -228 -16%
SBIA
1284
Sheaff Brock Investment Advisors
Indiana
$234K -$71.6K -349 -23%
SWM
1285
SilverOak Wealth Management
Minnesota
$234K – – –
IDA
1286
Intelligence Driven Advisers
California
$234K +$1.23K +6 +0.5%
BCA
1287
Bay Capital Advisors
Virginia
$234K +$242K +1,179 New
ALWM
1288
Andrews Lucia Wealth Management
California
$233K +$1.23K +6 +0.5%
PTP
1289
Platform Technology Partners
New York
$232K +$241K +1,172 New
LGWM
1290
Litman Gregory Wealth Management
California
$232K – – –
SFS
1291
Strategic Financial Services
New York
$231K – – –
SCA
1292
Sage Capital Advisors
South Dakota
$231K +$1.44K +7 +0.6%
FFP
1293
Freedom Financial Partners
Minnesota
$230K +$239K +1,162 New
LCM
1294
Lazari Capital Management
California
$230K -$55.8K -272 -19%
MWA
1295
Midland Wealth Advisors
Illinois
$229K – – –
CGPCS
1296
Capital Group Private Client Services
California
$228K +$237K +1,153 New
IIL
1297
Insight Inv LLC
California
$227K +$46.2K +225 +25%
CWL
1298
Causey Wealth LLC
Colorado
$226K +$234K +1,141 New
SMA
1299
Seven Mile Advisory
New Jersey
$225K +$5.95K +29 +3%
AIC
1300
Archer Investment Corporation
Indiana
$225K – – –
50 51
52
53 54