We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
526
Robertson Stephens Wealth Management
California
$922K +$42.1K +243 +5%
CT
527
Caldwell Trust
Florida
$912K +$57.5K +332 +7%
OPS
528
Orion Portfolio Solutions
Nebraska
$906K +$244K +1,406 +37%
SCA
529
STALEY CAPITAL ADVISERS
Pennsylvania
$905K +$206K +1,189 +30%
FNBOMD
530
First National Bank of Mount Dora
Florida
$903K
TA
531
Trellis Advisors
Washington
$903K +$266K +1,537 +42%
LIM
532
Leavell Investment Management
Alabama
$900K
PWA
533
Physician Wealth Advisors
Utah
$898K -$6.58K -38 -0.7%
BP
534
Ballentine Partners
Massachusetts
$897K
PFS
535
Prospera Financial Services
Texas
$897K +$3.99K +23 +0.4%
WIC
536
Woodmont Investment Counsel
Tennessee
$892K -$10.6K -61 -1%
PCM
537
Parsons Capital Management
Rhode Island
$876K +$7.11K +41 +0.8%
GJIC
538
Gamble Jones Investment Counsel
California
$857K
CGIM
539
Cannon Global Investment Management
Florida
$851K +$230K +1,326 +37%
DIA
540
Davidson Investment Advisors
Montana
$849K
OCPWS
541
One Charles Private Wealth Services
Massachusetts
$849K +$848K +4,891 New
IGGA
542
Iron Gate Global Advisors
Utah
$843K +$263K +1,519 +54%
Neuberger Berman Group
543
Neuberger Berman Group
New York
$842K -$13.1M -75,599 -94%
ATWA
544
Arbor Trust Wealth Advisors
Michigan
$839K +$36.4K +210 +5%
ABC
545
Associated Banc-Corp
Wisconsin
$828K -$184K -1,061 -18%
BAMG
546
Brand Asset Management Group
Missouri
$824K +$38.3K +221 +5%
Brown Advisory
547
Brown Advisory
Maryland
$820K +$248K +1,429 +43%
MWA
548
Martel Wealth Advisors
Washington
$799K -$3.12K -18 -0.4%
IFG
549
Independent Financial Group
California
$795K +$154K +887 +24%
AIM
550
Acropolis Investment Management
Missouri
$788K +$594K +3,428 +309%