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
CTA
1701
Colonial Trust Advisors
South Carolina
$1.56K – – –
MAS
1702
MPWM Advisory Solutions
Georgia
$1.52K – – –
GFA
1703
Godfrey Financial Associates
New York
$1.52K +$1.56K +7 New
PMIM
1704
Prudent Man Investment Management
Colorado
$1.48K – – –
GCM
1705
Gables Capital Management
Florida
$1.09K – – –
GWSA
1706
Global Wealth Strategies & Associates
Colorado
$1.09K – – –
CWP
1707
Clark Wealth Partners
Illinois
$652 +$671 +3 New
HWM
1708
HighMark Wealth Management
Minnesota
$280 +$224 +1 New
EA
1709
Evergreen Advisors
Tennessee
$230 +$224 +1 New
TCM
1710
Tradewinds Capital Management
Washington
$218 – – –
SAS
1711
Spurstone Advisory Services
Connecticut
$217 -$447 -2 -67%
QIM
1712
Quest Investment Management
Oregon
– -$15.7M -74,298 Closed
CF
1713
Cantor Fitzgerald
New York
– -$4.01M -18,936 Closed
JWCA
1714
J.W. Cole Advisors
Florida
– -$2.85M -16,702 Closed
AFA
1715
Arlington Financial Advisors
California
– -$2.22M -10,477 Closed
PC
1716
Payne Capital
Oregon
– -$1.77M -8,346 Closed
FIG
1717
FSA Investment Group
Florida
– -$1.3M -6,142 Closed
CPA
1718
Clear Point Advisors
New York
– -$1.18M -5,559 Closed
CI
1719
Clal Insurance
Israel
– -$1.06M -5,000 Closed
DAS
1720
Diversify Advisory Services
Utah
– -$1.1M -4,901 Closed
SCM
1721
SOL Capital Management
Maryland
– -$538K -2,540 Closed
CAS
1722
Coppell Advisory Solutions
Texas
– -$494K -2,310 Closed
NSAM
1723
North Star Asset Management
Wisconsin
– -$454K -2,143 Closed
BC
1724
Burney Company
Virginia
– -$444K -2,099 Closed
TGAM
1725
TBH Global Asset Management
Tennessee
– -$507K -1,985 Closed
67 68
69
70 71