We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$37.8M -$947K -6,753 -2%
MMA
27
Miracle Mile Advisors
California
$36.9M -$3.62M -25,797 -9%
JP Morgan Chase
28
JP Morgan Chase
New York
$32M +$2.62M +18,700 +9%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$31.4M +$1.69M +12,058 +6%
A
30
AdvicePeriod
California
$30.4M +$7.36M +52,523 +32%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$30M +$7.15M +50,994 +31%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$28.5M +$2.58M +18,409 +10%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$28.4M -$2.21M -15,773 -7%
Deutsche Bank
34
Deutsche Bank
Germany
$28M – – –
MAG
35
Mokosak Advisory Group
Iowa
$27.9M +$594K +4,236 +2%
SE
36
Summit Equities
New Jersey
$24.8M +$240K +1,714 +1%
MML Investors Services
37
MML Investors Services
Massachusetts
$24.8M +$2.8M +19,934 +13%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$24.6M -$662K -4,718 -3%
SI
39
Stephens Inc
Arkansas
$24.6M +$878K +6,259 +4%
WA
40
Wealth Architects
California
$23.7M -$78.8K -562 -0.3%
TC
41
Trilogy Capital
California
$23.6M +$516K +3,682 +2%
CPO
42
Cerity Partners OCIO
New York
$23.2M -$145K -1,034 -0.6%
FPIS
43
Financial Planning & Information Services
Wisconsin
$21.3M -$3.71M -26,458 -15%
BSW
44
Buckingham Strategic Wealth
Missouri
$20.6M +$113K +807 +0.5%
ZF
45
Zhang Financial
Michigan
$20.6M -$384K -2,740 -2%
SP
46
Symmetry Partners
Connecticut
$20.2M -$233K -1,661 -1%
MWM
47
Modera Wealth Management
New Jersey
$20.1M -$447K -3,186 -2%
Creative Planning
48
Creative Planning
Kansas
$19.9M -$146K -1,038 -0.7%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$19M +$1.11M +7,904 +6%
LNC
50
Lincoln National Corp
Pennsylvania
$19M +$563K +4,013 +3%