We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
501
Verdence Capital Advisors
Maryland
$315K +$313K +2,444 New
SWM
502
Sequoia Wealth Management
Illinois
$313K – – –
ESB
503
Essex Savings Bank
Connecticut
$313K +$9.86K +77 +3%
MIH
504
Meitav Investment House
Israel
$312K – – –
BO
505
BRR OpCo
Ohio
$311K -$4.48K -35 -1%
OC
506
Oppenheimer & Co
New York
$308K -$13.8K -108 -4%
IAA
507
Ironsides Asset Advisors
North Carolina
$308K – – –
ACI
508
Alpha Cubed Investments
California
$307K -$26.2K -205 -8%
WA
509
WP Advisors
California
$303K +$17.2K +134 +6%
EHPM
510
Emery Howard Portfolio Management
California
$301K -$203K -1,586 -40%
ISL
511
Ingalls & Snyder LLC
New York
$301K +$1.92K +15 +0.6%
WIA
512
Wealthstreet Investment Advisors
Texas
$300K -$389K -3,038 -57%
BIM
513
Baldwin Investment Management
Pennsylvania
$300K – – –
KCPG
514
Kavar Capital Partners Group
Kansas
$300K – – –
Bessemer Group
515
Bessemer Group
New Jersey
$299K -$130K -1,015 -30%
DPI
516
Diversified Portfolios Inc
Michigan
$295K – – –
MWP
517
MYCIO Wealth Partners
Pennsylvania
$292K +$11.8K +92 +4%
WCWM
518
Willow Creek Wealth Management
California
$291K +$1.28K +10 +0.4%
1WA
519
180 Wealth Advisors
Washington
$290K +$291K +2,277 New
DE
520
Day & Ennis
Georgia
$289K +$57.1K +446 +25%
CCA
521
Checchi Capital Advisers
California
$286K +$46.1K +360 +19%
RF
522
RHS Financial
California
$281K – – –
Lido Advisors
523
Lido Advisors
California
$279K +$4.74K +37 +2%
NG
524
Northstar Group
New York
$277K -$79.1K -618 -22%
AP
525
Appleton Partners
Massachusetts
$277K +$384 +3 +0.1%