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
BOJHT
1401
Bank of Jackson Hole Trust
Wyoming
$40.5K – – –
JHCP
1402
Jackson Hole Capital Partners
Oklahoma
$40.1K – – –
HFS
1403
Horizon Financial Services
North Carolina
$39.3K -$47K -238 -53%
CSWG
1404
Cardinal Strategic Wealth Guidance
Kentucky
$39.1K – – –
PWM
1405
Parkworth Wealth Management
California
$39.1K +$395 +2 +1%
KFP
1406
Keener Financial Planning
Texas
$38K -$20.9K -106 -34%
HFS
1407
Hantz Financial Services
Michigan
$38K +$40.3K +204 New
EB
1408
Eastern Bank
Massachusetts
$37.8K +$8.1K +41 +25%
RPA
1409
Redwood Park Advisors
California
$37.3K – – –
WT
1410
Washington Trust
Rhode Island
$37.3K – – –
OCM
1411
Orion Capital Management
California
$36.5K – – –
RWM
1412
Ruedi Wealth Management
Illinois
$36.1K +$198 +1 +0.5%
JFGIW
1413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
NECFA
1414
New England Capital Financial Advisors
Connecticut
$36K -$15.7M -79,433 -100%
PS
1415
Pinney & Scofield
Massachusetts
$35.8K – – –
GFPC
1416
Global Financial Private Client
Florida
$35.4K – – –
MPCG
1417
Matrix Private Capital Group
New York
$35.4K – – –
PSFG
1418
Park Square Financial Group
Georgia
$35.4K – – –
WF
1419
Wayfinding Financial
Washington
$35K +$37.7K +191 New
MEG
1420
Millstone Evans Group
Colorado
$34.5K – – –
WB
1421
Webster Bank
Connecticut
$33.5K – – –
FW
1422
Fairway Wealth
Ohio
$31.9K +$790 +4 +2%
BBPWM
1423
Blue Bell Private Wealth Management
Pennsylvania
$31.5K – – –
DRP
1424
Decker Retirement Planning
Utah
$31.1K -$45.8K -232 -58%
OP
1425
ORG Partners
Indiana
$30.6K +$31.4K +159 +3,180%
55 56
57
58 59