We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
251
Interactive Financial Advisors
Illinois
$79K +$11.1K +105 +17%
PSUF
252
People's United Financial
Connecticut
$70K +$28.1K +265 +70%
MWAN
253
Mariner Wealth Advisors (NYC)
Kansas
$70K +$68K +640 New
Lazard Asset Management
254
Lazard Asset Management
New York
$66K – – –
MWP
255
MYCIO Wealth Partners
Pennsylvania
$65K +$16.1K +152 +34%
RIA
256
Regal Investment Advisors
Michigan
$60K – – –
TIM
257
Tortoise Investment Management
New York
$59K – – –
PMFA
258
Plante Moran Financial Advisors
Michigan
$55K – – –
TF
259
Tompkins Financial
New York
$55K – – –
AWS
260
Aris Wealth Services
Pennsylvania
$46K +$44.4K +418 New
BC
261
Bartlett & Co
Ohio
$44K – – –
NHFG
262
New Harbor Financial Group
Massachusetts
$44K – – –
HI
263
Hudock Inc
Pennsylvania
$43K – – –
RWM
264
Raffa Wealth Management
District of Columbia
$42.3K -$7.86K -74 -16%
EWM
265
Evercore Wealth Management
New York
$41K +$39.3K +370 New
TFA
266
Transamerica Financial Advisors
Florida
$40K +$38.5K +363 New
FANJ
267
Financial Architects (New Jersey)
New Jersey
$39K -$77.6K -731 -67%
PO
268
Private Ocean
California
$38K – – –
AWM
269
AllSquare Wealth Management
New York
$37K – – –
NEAM
270
New England Asset Management
Connecticut
$33K +$31.9K +300 New
LIA
271
LS Investment Advisors
Michigan
$32K – – –
JAM
272
JCIC Asset Management
Ontario, Canada
$31K – – –
HNB
273
Huntington National Bank
Ohio
$30K +$29.2K +275 New
TNB
274
Thomasville National Bank
Georgia
$29K +$28.2K +266 New
PCM
275
Parsons Capital Management
Rhode Island
$27K -$265K -2,500 -91%