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
HIS
1426
Harvest Investment Services
Illinois
$204K +$202K +965 New
JA
1427
JVL Associates
Michigan
$204K – – –
HGWM
1428
Horst & Graben Wealth Management
Oregon
$204K +$201K +962 New
PW
1429
PUREfi Wealth
Massachusetts
$203K +$200K +957 New
OHIS
1430
Oak Harvest Investment Services
Texas
$202K +$200K +956 New
SNBOSD
1431
Security National Bank of So Dak
Iowa
$202K +$200K +954 New
AWM
1432
Abound Wealth Management
Tennessee
$201K -$3.98K -19 -2%
CG
1433
CFO4Life Group
Texas
$201K +$198K +947 New
LCA
1434
Legend Capital Advisors
New York
$200K +$198K +946 New
MCP
1435
Miller Capital Partners
Michigan
$195K +$193K +920 New
FPB
1436
First PREMIER Bank
South Dakota
$193K – – –
HHGA
1437
Halbert Hargrove Global Advisors
California
$185K +$32.9K +157 +22%
BFS
1438
Bare Financial Services
Pennsylvania
$185K – – –
OA
1439
Operose Advisors
Wisconsin
$184K +$209 +1 +0.1%
AWM
1440
Angeles Wealth Management
California
$181K – – –
MSWM
1441
Mowery & Schoenfeld Wealth Management
Illinois
$179K – – –
BWL
1442
Bogart Wealth LLC
Virginia
$175K -$73.3K -350 -30%
W
1443
WealthCollab
Washington
$174K – – –
KSB
1444
Kennebec Savings Bank
Maine
$173K – – –
AIA
1445
Arcadia Investment Advisors
Idaho
$172K – – –
GEA
1446
Glen Eagle Advisors
New Jersey
$169K +$10.9K +52 +7%
PG
1447
Proffitt & Goodson
Tennessee
$166K – – –
NRC
1448
New Republic Capital
North Carolina
$164K -$5.86K -28 -3%
DI
1449
DAGCO Inc
Ohio
$163K – – –
WFA
1450
Wells Financial Advisors
Massachusetts
$162K -$102K -487 -39%
56 57
58
59 60