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
MAM
1451
McLean Asset Management
Virginia
$208K – – –
VDI
1452
Vaughan David Investments
Illinois
$207K -$28.4K -127 -12%
LA
1453
Lifeworks Advisors
Michigan
$207K -$15.6K -70 -7%
CG
1454
CFO4Life Group
Texas
$207K +$1.12K +5 +0.5%
LNB
1455
Ledyard National Bank
$206K -$7.6K -34 -3%
OHIS
1456
Oak Harvest Investment Services
Texas
$206K -$1.34K -6 -0.6%
CP
1457
Camelot Portfolios
Ohio
$206K -$44.7K -200 -17%
LCA
1458
Legend Capital Advisors
New York
$206K – – –
FNT
1459
First National Trust
Pennsylvania
$205K +$211K +944 New
IAG
1460
Ipsen Advisor Group
Arkansas
$205K +$211K +942 New
RIM
1461
RW Investment Management
Idaho
$204K +$210K +941 New
AWM
1462
Angeles Wealth Management
California
$204K +$19.2K +86 +10%
AIS
1463
Accredited Investor Services
Minnesota
$204K -$9.61K -43 -4%
IJWM
1464
Inman Jager Wealth Management
Mississippi
$204K +$210K +939 New
HFS
1465
Horizon Financial Services
North Carolina
$204K +$129K +579 +161%
SW
1466
SteelPeak Wealth
California
$204K +$209K +937 New
RPWA
1467
Regent Peak Wealth Advisors
Georgia
$204K +$209K +937 New
MPW
1468
MASECO Private Wealth
$203K -$6.93K -31 -3%
PFP
1469
Paragon Financial Partners
California
$203K +$200K +893 New
PFG
1470
PAX Financial Group
Texas
$202K -$13K -58 -6%
AFG
1471
Artesa Financial Group
Texas
$202K +$208K +931 New
PHWA
1472
Petersen Hastings Wealth Advisors
Washington
$202K +$208K +930 New
WIM
1473
Warwick Investment Management
Texas
$202K +$208K +930 New
WAOI
1474
Wealth Advisors of Iowa
Iowa
$202K +$207K +928 New
CGA
1475
Crescent Grove Advisors
Illinois
$201K +$207K +926 New
57 58
59
60 61