We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$47M -$395K -3,523 -0.8%
AL
27
Aspiriant LLC
California
$45.9M +$613K +5,471 +1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$44.5M +$2.41M +21,512 +6%
PCIA
29
Prime Capital Investment Advisors
Kansas
$43.5M +$43.9M +391,538 +31,149%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$40.8M +$8.18M +72,987 +25%
SP
31
Symmetry Partners
Connecticut
$39.5M +$46.7K +417 +0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$38.8M -$489K -4,365 -1%
CFFP
33
Center for Financial Planning
Michigan
$34.2M -$3.87M -34,495 -10%
EWA
34
Exencial Wealth Advisors
Oklahoma
$32.5M +$4.43M +39,523 +16%
Osaic Holdings
35
Osaic Holdings
Arizona
$32.5M +$2.56M +22,852 +8%
RJA
36
Raymond James & Associates
Florida
$32.1M +$3.08M +27,475 +10%
MIS
37
Morningstar Investment Services
Illinois
$30.4M +$384K +3,426 +1%
ZF
38
Zhang Financial
Michigan
$29.4M -$960K -8,563 -3%
CG
39
Colony Group
Massachusetts
$28.5M -$1.05M -9,368 -4%
CCFM
40
Clear Creek Financial Management
Washington
$28.5M +$28.9M +257,490 New
LNC
41
Lincoln National Corp
Pennsylvania
$27.5M -$1.7M -15,185 -6%
WPW
42
Waldron Private Wealth
Pennsylvania
$26.3M +$614K +5,480 +2%
MAG
43
Mokosak Advisory Group
Iowa
$26.3M +$679K +6,061 +3%
SI
44
Stephens Inc
Arkansas
$25M -$64.8K -578 -0.3%
CPO
45
Cerity Partners OCIO
New York
$24M +$274K +2,445 +1%
SF
46
Summit Financial
New Jersey
$23.7M +$76.8K +685 +0.3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$23.6M +$6.18M +55,144 +35%
JRP
48
Jasper Ridge Partners
California
$22.9M -$6.83M -60,930 -23%
SFS
49
Sowell Financial Services
Arkansas
$22.5M +$2.61M +23,303 +13%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$22.4M -$5.22M -46,536 -19%