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
HWM
1351
HighMark Wealth Management
Minnesota
$7.03K – – –
PPWM
1352
PFG Private Wealth Management
Florida
$7.02K +$816 +5 +15%
SIS
1353
Sound Income Strategies
Florida
$6.86K +$4.08K +25 +192%
HPC
1354
HM Payson & Co
Maine
$6.66K -$18.4K -113 -75%
CWP
1355
Concord Wealth Partners
Virginia
$6.3K – – –
MLA
1356
MB, Levis & Associates
Pennsylvania
$5.94K -$19.1K -117 -78%
SFM
1357
Systematic Financial Management
New Jersey
$5.78K -$46K -282 -90%
MFC
1358
Morris Financial Concepts
South Carolina
$5.76K – – –
PWMG
1359
Prestige Wealth Management Group
New Jersey
$4.86K – – –
GPFA
1360
Game Plan Financial Advisors
Ohio
$4.55K +$4.08K +25 New
MM
1361
Main Management
California
$4K +$3.43K +21 New
DFA
1362
DHJJ Financial Advisors
Illinois
$3.96K -$6.86K -42 -66%
B
1363
Birchbrook
Maine
$3.6K +$3.27K +20 New
NC
1364
NewSquare Capital
Pennsylvania
$3.6K – – –
FIM
1365
FWL Investment Management
Texas
$3.24K – – –
CTA
1366
Colonial Trust Advisors
South Carolina
$3.06K +$2.77K +17 New
WOC
1367
West Oak Capital
California
$3K – – –
KFS
1368
Kelly Financial Services
Massachusetts
$2.54K +$2.29K +14 New
WIM
1369
Westside Investment Management
California
$2.52K +$2.29K +14 New
GTAM
1370
Global Trust Asset Management
Florida
$2.35K – – –
LFA
1371
Livelsberger Financial Advisory
Ohio
$2.16K +$1.96K +12 New
EWM
1372
EPG Wealth Management
Georgia
$2.11K – – –
CMP
1373
Coston McIsaac & Partners
Maine
$2K – – –
MIM
1374
Macroview Investment Management
Maryland
$1.64K – – –
FP
1375
Financial Perspectives
Minnesota
$1.62K – – –
53 54
55
56 57