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
AFC
1326
Ares Financial Consulting
California
$301K – – –
IIA
1327
Integral Investment Advisors
California
$301K – – –
LA
1328
Legacy Advisors
Pennsylvania
$300K – – –
PPC
1329
Park Place Capital
Alabama
$300K +$233 +1 +0.1%
GWANC
1330
Guardian Wealth Advisors (North Carolina)
North Carolina
$300K -$121K -521 -30%
LHP
1331
Lexington Hill Partners
Texas
$299K +$1.4K +6 +0.5%
WAG
1332
Winthrop Advisory Group
Massachusetts
$299K -$1.4K -6 -0.5%
TAM
1333
Titleist Asset Management
Texas
$298K -$9.07K -39 -3%
CFO
1334
Callan Family Office
Pennsylvania
$297K -$194K -836 -41%
HIS
1335
Harvest Investment Services
Illinois
$297K +$1.63K +7 +0.6%
IDA
1336
Intelligence Driven Advisers
California
$296K +$1.16K +5 +0.4%
BWM
1337
Bernicke Wealth Management
Wisconsin
$296K +$57.2K +246 +25%
SCM
1338
SCS Capital Management
Massachusetts
$296K -$289K -1,242 -51%
CA
1339
Crewe Advisors
Utah
$295K – – –
KFP
1340
Kroeger Financial Partners
California
$294K +$281K +1,210 New
TF
1341
Tandem Financial
Colorado
$293K – – –
HCA
1342
Harbour Capital Advisors
Virginia
$292K +$4.65K +20 +2%
KDA
1343
Kraft Davis & Associates
Missouri
$291K – – –
BWP
1344
Balboa Wealth Partners
Arizona
$291K +$1.4K +6 +0.5%
GSWM
1345
Golden State Wealth Management
California
$290K +$10.2K +44 +4%
AG
1346
Advocate Group
Minnesota
$288K +$275K +1,184 New
SWM
1347
SilverOak Wealth Management
Minnesota
$287K – – –
RBC
1348
Romano Brothers & Co
Illinois
$286K -$1.4K -6 -0.5%
PIP
1349
Philadelphia Investment Partners
New Jersey
$285K +$272K +1,171 New
GC
1350
Gilbert & Cook
Iowa
$284K – – –
52 53
54
55 56