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Blue Ridge Bank shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of Blue Ridge Bank (BRBS) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services investment in Blue Ridge Bank

Tip: Access up to 7 years of quarterly data

All positions including Blue Ridge Bank held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blue Ridge Bank by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $415 137 3.03
2023-09-30 $108 24 4.50

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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Glassman Wealth Services

Top funds holding Blue Ridge Bank

Fourthstone
Vanguard Group
Jeffrey L. Gendell
Alliancebernstein
Dimensional Fund Advisors
Heritage Wealth Advisors
Alpine Partners VI
Citadel Advisors
Private Client Services
Squarepoint Ops
Empowered Funds
Jane Street
Bank of New York Mellon
Charles Schwab Investment Management
Wintrust Financial Corporation

View all funds holding Blue Ridge Bank