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
VWM
1576
Valley Wealth Managers
New Jersey
$18.6K +$209 +1 +1%
BAM
1577
Bellevue Asset Management
Washington
$18.1K +$209 +1 +1%
NL
1578
Navalign LLC
California
$17.8K +$17.6K +84 New
NWMP
1579
Noble Wealth Management PBC
Colorado
$16.9K – – –
ZBNA
1580
Zions Bancorporation, National Association
Utah
$16.5K – – –
MFC
1581
Morris Financial Concepts
South Carolina
$16.3K -$1.88K -9 -10%
USB
1582
Union Savings Bank
Connecticut
$15.9K +$15.7K +75 New
BDPWM
1583
Barnes Dennig Private Wealth Management
Ohio
$15.5K – – –
DJSG
1584
D.J. St. Germain
Massachusetts
$14.8K – – –
AIA
1585
Armor Investment Advisors
North Carolina
$14.6K +$4.82K +23 +50%
CB
1586
CNB Bank
Pennsylvania
$13.3K – – –
DWS
1587
Dynamic Wealth Strategies
California
$13.3K – – –
BHWM
1588
Bay Harbor Wealth Management
Maryland
$13.3K +$13.2K +63 New
BW
1589
Basepoint Wealth
Iowa
$13K +$12.8K +61 New
CRI
1590
Commonwealth Retirement Investments
Virginia
$12.9K +$12.8K +61 New
MWP
1591
MYCIO Wealth Partners
Pennsylvania
$12.3K – – –
LWANC
1592
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.6K +$11.5K +55 New
UFPG
1593
United Financial Planning Group
New York
$11.5K -$9K -43 -44%
HPIA
1594
Hamilton Point Investment Advisors
North Carolina
$11.4K -$14.7K -70 -56%
FWA
1595
Flagship Wealth Advisors
Massachusetts
$11.2K – – –
GG
1596
Gleason Group
Kentucky
$11.2K +$209 +1 +2%
GAFA
1597
Garton & Associates Financial Advisors
Kentucky
$10.8K +$10.7K +51 New
FFA
1598
Frazier Financial Advisors
Ohio
$10.6K – – –
DCM
1599
Davis Capital Management
Florida
$10.6K – – –
MA
1600
MCF Advisors
Kentucky
$10.6K – – –
62 63
64
65 66