We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMA
426
Roffman Miller Associates
Pennsylvania
$331K +$333K +2,373 New
CA
427
Clearstead Advisors
Ohio
$327K – – –
HPC
428
HM Payson & Co
Maine
$321K -$7.29K -52 -2%
WTC
429
WhitTier Trust Company
Nevada
$320K – – –
RMCM
430
Reynders McVeigh Capital Management
Massachusetts
$316K – – –
WTB
431
Washington Trust Bank
Washington
$316K – – –
SC
432
SouthState Corp
Florida
$314K – – –
DPI
433
Diversified Portfolios Inc
Michigan
$311K +$2.94K +21 +0.9%
WCWM
434
Willow Creek Wealth Management
California
$310K +$280 +2 +0.1%
BIM
435
Baldwin Investment Management
Pennsylvania
$309K – – –
SCA
436
STALEY CAPITAL ADVISERS
Pennsylvania
$308K +$9.81K +70 +3%
PTC
437
Private Trust Company
Ohio
$304K -$22.2K -158 -7%
JA
438
JOYN Advisors
Georgia
$303K – – –
NP
439
NorthRock Partners
Minnesota
$297K +$701 +5 +0.2%
WA
440
WP Advisors
California
$296K -$7.57K -54 -2%
Franklin Resources
441
Franklin Resources
California
$295K +$297K +2,120 New
BAM
442
Belpointe Asset Management
Nevada
$291K +$293K +2,089 New
LWAC
443
Laurel Wealth Advisors (California)
California
$287K +$62.3K +444 +27%
W
444
Wealthfront
California
$286K -$61K -435 -18%
BAS
445
Brown Advisory Securities
Maryland
$286K +$30K +214 +12%
APA
446
American Portfolios Advisors
New York
$283K +$5.33K +38 +2%
Lido Advisors
447
Lido Advisors
California
$283K +$16.8K +120 +6%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$282K +$20.6K +147 +8%
CBU
449
CIBC Bank USA
Illinois
$279K – – –
RG
450
Rathbones Group
United Kingdom
$279K – – –