We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$90M -$3.86M -22,215 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$87.7M +$4.35M +25,002 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$84.8M +$10.8M +62,349 +15%
Osaic Holdings
29
Osaic Holdings
Arizona
$83.4M +$6.37M +36,621 +8%
WL
30
WIT LLC
District of Columbia
$76.2M +$75.3M +433,000 New
MIAS
31
Mason Investment Advisory Services
Virginia
$72.1M -$276K -1,585 -0.4%
FG
32
Foster Group
Iowa
$72M -$1.81M -10,432 -2%
Retirement Systems of Alabama
33
Retirement Systems of Alabama
Alabama
$67.3M – – –
CFM
34
Comprehensive Financial Management
California
$66.8M – – –
SP
35
Symmetry Partners
Connecticut
$63.9M +$1.53M +8,823 +2%
SGAM
36
Stephens Group Asset Management
Arkansas
$62M +$508K +2,923 +0.8%
Mariner
37
Mariner
Kansas
$61.4M +$3.04M +17,510 +5%
EWA
38
Exencial Wealth Advisors
Oklahoma
$58.7M +$1.85M +10,628 +3%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$58.5M -$1.11M -6,409 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$57.4M +$11.7M +67,041 +26%
RJA
41
Raymond James & Associates
Florida
$57.1M -$7.41M -42,605 -12%
Bessemer Group
42
Bessemer Group
New Jersey
$54.1M +$51.7M +297,161 +2,931%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$51.4M -$1.65M -9,476 -3%
SI
44
Stephens Inc
Arkansas
$49.5M -$7.18M -41,307 -13%
VFP
45
Verus Financial Partners
Virginia
$48.3M -$291K -1,674 -0.6%
CPO
46
Cerity Partners OCIO
New York
$45.5M +$3.12M +17,964 +7%
Truist Financial
47
Truist Financial
North Carolina
$44M +$7.35M +42,301 +20%
RA
48
Rodgers & Associates
Pennsylvania
$43.8M +$1.03M +5,924 +2%
ZF
49
Zhang Financial
Michigan
$43.7M +$499K +2,872 +1%
MPM
50
MBB Public Markets
Illinois
$43.2M +$11.7M +67,175 +38%