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
IDA
1326
Intelligence Driven Advisers
California
$255K +$2.51K +12 +1%
TA
1327
TruWealth Advisors
Louisiana
$255K -$13.8K -66 -5%
HCA
1328
Harbour Capital Advisors
Virginia
$255K – – –
BFG
1329
Berger Financial Group
Minnesota
$254K +$209 +1 +0.1%
HBW
1330
Hazlett, Burt & Watson
West Virginia
$254K +$9.84K +47 +4%
CA
1331
Crewe Advisors
Utah
$254K – – –
MAS
1332
Meeder Advisory Services
Ohio
$252K +$45.9K +219 +23%
RFP
1333
RCS Financial Planning
Maryland
$252K -$15.9K -76 -6%
AWM
1334
Accel Wealth Management
Iowa
$251K +$1.05K +5 +0.4%
PCH
1335
PGIM Custom Harvest
New Jersey
$251K -$17.8K -85 -7%
RBC
1336
Romano Brothers & Co
Illinois
$250K -$64.9K -310 -21%
SWM
1337
SilverOak Wealth Management
Minnesota
$250K – – –
IWN
1338
Independent Wealth Network
Iowa
$248K +$15.3K +73 +7%
GC
1339
Gilbert & Cook
Iowa
$248K +$1.88K +9 +0.8%
SL
1340
Salomon & Ludwin
Virginia
$247K +$838 +4 +0.4%
EFG
1341
Ehrlich Financial Group
California
$246K +$209 +1 +0.1%
ALWM
1342
Andrews Lucia Wealth Management
California
$246K – – –
NEWAS
1343
N.E.W. Advisory Services
Wisconsin
$246K +$35.6K +170 +17%
B
1344
Bayban
Minnesota
$244K +$241K +1,150 New
TL
1345
Tradewinds LLC
North Carolina
$243K -$23.9K -114 -9%
CP
1346
Camelot Portfolios
Ohio
$243K -$92.5K -442 -28%
GC
1347
Granville Capital
North Carolina
$242K +$239K +1,142 New
HIW
1348
Holos Integrated Wealth
Pennsylvania
$241K – – –
FGAM
1349
Financial Gravity Asset Management
Texas
$241K +$203K +968 +569%
WCAMG
1350
Woodard & Company Asset Management Group
North Carolina
$241K +$11.9K +57 +5%
52 53
54
55 56