We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
226
Newman Dignan & Sheerar Inc
Rhode Island
$687K +$314K +2,865 +86%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$676K +$62.8K +573 +10%
TCM
228
Telos Capital Management
California
$674K +$18.8K +171 +3%
CCA
229
Checchi Capital Advisers
California
$666K -$2.96K -27 -0.4%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$665K +$3.29K +30 +0.5%
RC
231
RegentAtlantic Capital
New Jersey
$662K +$23K +210 +4%
NL
232
NWAM LLC
Washington
$655K +$32.2K +294 +5%
GWA
233
Guidant Wealth Advisors
Illinois
$652K +$654K +5,960 New
JFA
234
Johanson Financial Advisors
California
$651K +$6.03K +55 +0.9%
Fiera Capital (Canada)
235
Fiera Capital (Canada)
Quebec, Canada
$649K – – –
ASN
236
Advisory Services Network
Georgia
$649K +$278K +2,537 +76%
MFS
237
McNamara Financial Services
Massachusetts
$648K -$14.1K -129 -2%
ADL
238
Asset Dedication LLC
California
$638K -$21.9K -200 -3%
B
239
BancorpSouth
Mississippi
$634K -$28.3K -258 -4%
AIM
240
Advantage Investment Management
Iowa
$603K +$111K +1,009 +23%
GJIC
241
Gamble Jones Investment Counsel
California
$595K +$3.29K +30 +0.6%
MBA
242
McQueen Ball & Associates
Pennsylvania
$566K +$2.19K +20 +0.4%
BBA
243
BLB&B Advisors
Pennsylvania
$547K -$23K -210 -4%
TCM
244
TD Capital Management
Tennessee
$545K +$439 +4 +0.1%
AL
245
Aspiriant LLC
California
$540K +$535K +4,877 New
JIC
246
Joel Isaacson & Co
New York
$538K +$57K +520 +12%
AF
247
Allworth Financial
California
$532K +$206K +1,882 +64%
MWM
248
Mission Wealth Management
California
$530K – – –
JCM
249
Jag Capital Management
Missouri
$528K -$3.84K -35 -0.7%
BF
250
BOK Financial
Oklahoma
$524K +$9.32K +85 +2%