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
OFG
1351
Oxford Financial Group
Indiana
$100K -$115K -582 -52%
CWM
1352
Centricity Wealth Management
Ohio
$96.3K – – –
BCPWM
1353
Bradley & Co Private Wealth Management
Florida
$94.3K – – –
S
1354
Sachetta
Massachusetts
$93.7K – – –
FC
1355
Fairscale Capital
New Hampshire
$93.5K – – –
SFC
1356
SYM Financial Corp
Indiana
$93.1K -$2.17K -11 -2%
HIIFS
1357
Harel Insurance Investments & Financial Services
Israel
$93K +$98.8K +500 New
VNA
1358
Valley National Advisers
Pennsylvania
$91K +$198 +1 +0.2%
FCAS
1359
First Command Advisory Services
Texas
$89K – – –
OSNBOA
1360
Old Second National Bank of Aurora
Illinois
$87K – – –
AG
1361
AmeriFlex Group
Nevada
$81.2K +$395 +2 +0.5%
GWP
1362
Gen-Wealth Partners
Michigan
$80.7K +$198 +1 +0.2%
TLA
1363
Tanglewood Legacy Advisors
Texas
$80.7K – – –
TH
1364
TCTC Holdings
Texas
$78.7K +$198 +1 +0.2%
CWM
1365
Crowley Wealth Management
Delaware
$75.3K – – –
MFC
1366
Mechanics Financial Corp
Ohio
$74.5K – – –
MJRIC
1367
Mogy Joel R Investment Counsel
California
$74.5K – – –
BIM
1368
Breakwater Investment Management
Washington
$71.9K +$57.7K +292 +311%
DFA
1369
DHJJ Financial Advisors
Illinois
$71.3K -$9.09K -46 -11%
ACA
1370
American Capital Advisory
Idaho
$69.9K +$34.6K +175 +88%
VDBMI
1371
Van Den Berg Management I
Texas
$68.9K +$198 +1 +0.3%
SIS
1372
Sound Income Strategies
Florida
$65.2K -$4.74K -24 -6%
CIA
1373
Cape Investment Advisory
Georgia
$65.2K +$5.73K +29 +9%
TCA
1374
Trifecta Capital Advisors
Illinois
$64.2K +$68.2K +345 New
RLIM
1375
Red Lighthouse Investment Management
New York
$64.1K +$44.3K +224 +204%
53 54
55
56 57