We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Concert Wealth Management
California
$161K +$161K +1,464 New
VC
327
Vestor Capital
Illinois
$159K
CAL
328
Capital Advisors Ltd
Ohio
$133K
BlackRock
329
BlackRock
New York
$131K +$42.4K +387 +48%
IFA
330
Interactive Financial Advisors
Illinois
$124K +$114K +1,039 +1,283%
WTC
331
WhitTier Trust Company
Nevada
$121K +$28.2K +257 +31%
NSIM
332
North Star Investment Management
Illinois
$120K +$18K +164 +18%
PSUF
333
People's United Financial
Connecticut
$115K
CLOS
334
Compagnie Lombard Odier SCmA
Switzerland
$101K
JGIA
335
Jackson Grant Investment Advisers
Connecticut
$101K +$548 +5 +0.6%
LYV
336
Live Your Vision
Pennsylvania
$96K +$95.5K +871 New
CB
337
Community Bank
New York
$95K
CC
338
Cassaday & Co
Virginia
$94K
PMFA
339
Plante Moran Financial Advisors
Michigan
$91K +$20.1K +183 +29%
JWA
340
JFS Wealth Advisors
Pennsylvania
$87K +$329 +3 +0.4%
HNB
341
Huntington National Bank
Ohio
$84K
First Manhattan
342
First Manhattan
New York
$73K
TF
343
Tompkins Financial
New York
$65K
TIM
344
Tortoise Investment Management
New York
$60K
BC
345
Bartlett & Co
Ohio
$55K
ZB
346
Zions Bancorporation
Utah
$55K +$54.2K +494 New
BWA
347
Burt Wealth Advisors
Maryland
$54K +$53.7K +490 New
EWM
348
Evercore Wealth Management
New York
$51K
MWP
349
MYCIO Wealth Partners
Pennsylvania
$51K +$219 +2 +0.4%
VNA
350
Valley National Advisers
Pennsylvania
$45K -$121K -1,104 -73%