We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$327K
HPC
427
HM Payson & Co
Maine
$321K -$7.29K -52 -2%
WTC
428
WhitTier Trust Company
Nevada
$320K
RMCM
429
Reynders McVeigh Capital Management
Massachusetts
$316K
WTB
430
Washington Trust Bank
Washington
$316K
SC
431
SouthState Corp
Florida
$314K
DPI
432
Diversified Portfolios Inc
Michigan
$311K +$2.94K +21 +0.9%
WCWM
433
Willow Creek Wealth Management
California
$310K +$280 +2 +0.1%
BIM
434
Baldwin Investment Management
Pennsylvania
$309K
SCA
435
STALEY CAPITAL ADVISERS
Pennsylvania
$308K +$9.81K +70 +3%
PTC
436
Private Trust Company
Ohio
$304K -$22.2K -158 -7%
JA
437
JOYN Advisors
Georgia
$303K
NP
438
NorthRock Partners
Minnesota
$297K +$701 +5 +0.2%
WA
439
WP Advisors
California
$296K -$7.57K -54 -2%
Franklin Resources
440
Franklin Resources
California
$295K +$297K +2,120 New
BAM
441
Belpointe Asset Management
Nevada
$291K +$293K +2,089 New
LWAC
442
Laurel Wealth Advisors (California)
California
$287K +$62.3K +444 +27%
W
443
Wealthfront
California
$286K -$61K -435 -18%
BAS
444
Brown Advisory Securities
Maryland
$286K +$30K +214 +12%
APA
445
American Portfolios Advisors
New York
$283K +$5.33K +38 +2%
Lido Advisors
446
Lido Advisors
California
$283K +$16.8K +120 +6%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$282K +$20.6K +147 +8%
CBU
448
CIBC Bank USA
Illinois
$279K
RG
449
Rathbones Group
United Kingdom
$279K
TC
450
Truvestments Capital
Florida
$277K -$9.96K -71 -3%