We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
26
Mill Creek Capital Advisors
Pennsylvania
$91.5M +$119K +601 +0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$90.7M -$47.3M -239,294 -33%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$90.4M +$2.31M +11,687 +2%
Mariner
29
Mariner
Kansas
$81.1M +$2.98M +15,093 +4%
RWP
30
RWA Wealth Partners
Massachusetts
$80.6M +$4.27M +21,632 +5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$78.3M -$358K -1,813 -0.4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$76.6M -$23.2M -117,385 -22%
SGAM
33
Stephens Group Asset Management
Arkansas
$75.3M +$4.23M +21,401 +6%
UCFA
34
United Capital Financial Advisors
Texas
$75M -$3.69M -18,692 -4%
MGIA
35
Moneta Group Investment Advisors
Missouri
$73M +$882K +4,466 +1%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$71.3M
WANY
37
Wealthspire Advisors (New York)
New York
$66M +$36M +182,424 +106%
RIA
38
Retirement Investment Advisors
Oklahoma
$66M +$3.79M +19,208 +6%
MWM
39
Modera Wealth Management
New Jersey
$65.4M -$689K -3,489 -1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$62.7M +$4.05M +20,516 +6%
Goldman Sachs
41
Goldman Sachs
New York
$61M +$964K +4,879 +2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$60.9M -$903K -4,573 -1%
Stifel Financial
43
Stifel Financial
Missouri
$60.1M +$1.32M +6,662 +2%
Creative Planning
44
Creative Planning
Kansas
$59.6M -$1.56M -7,914 -2%
CAM
45
Cresset Asset Management
Illinois
$57.5M +$2.79M +14,116 +5%
RA
46
Rodgers & Associates
Pennsylvania
$56.5M +$1.84M +9,323 +3%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$55.8M +$3.21M +16,274 +6%
MAG
48
Mokosak Advisory Group
Iowa
$55.4M +$1.63M +8,239 +3%
BFA
49
Bragg Financial Advisors
North Carolina
$54.2M +$2.65M +13,410 +5%
JFG
50
JMG Financial Group
Illinois
$53.3M +$873K +4,421 +2%