We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Carlson Capital Management
Minnesota
$15.4M -$235K -1,772 -1%
CL
52
Choreo LLC
Illinois
$15M +$2.32M +17,500 +18%
SB
53
Suntrust Banks
Georgia
$14.9M +$78.1K +589 +0.5%
PP
54
PrairieView Partners
Minnesota
$14.9M +$601K +4,534 +4%
HighTower Advisors
55
HighTower Advisors
Illinois
$14.4M +$5.87M +44,269 +66%
GT
56
Glenmede Trust
Pennsylvania
$14.4M
RJA
57
Raymond James & Associates
Florida
$14.3M +$90.5K +683 +0.6%
PFA
58
Pinnacle Family Advisors
Missouri
$14M +$2.76M +20,820 +24%
PAG
59
Private Advisor Group
New Jersey
$13.8M +$6.95M +52,467 +97%
PSUF
60
People's United Financial
Connecticut
$13.8M -$1.08M -8,156 -7%
RRC
61
Relaxing Retirement Coach
Massachusetts
$13.3M +$1.76M +13,286 +15%
IWA
62
Inspirion Wealth Advisors
Illinois
$12.8M +$762K +5,749 +6%
TYCC
63
Texas Yale Capital Corp
Florida
$12.7M -$205K -1,550 -2%
Stifel Financial
64
Stifel Financial
Missouri
$12.6M +$513K +3,871 +4%
LIC
65
Lodestar Investment Counsel
Illinois
$12.6M -$170K -1,286 -1%
WCAMG
66
Woodard & Company Asset Management Group
North Carolina
$12.4M +$104K +787 +0.8%
AMG
67
Asset Management Group
Connecticut
$12.1M +$795K +5,997 +7%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$11.8M +$16.2K +122 +0.1%
RWM
69
Rezny Wealth Management
Florida
$11.3M +$1.02M +7,696 +10%
QIM
70
Quest Investment Management
Oregon
$11.2M
FM
71
Foster & Motley
Ohio
$11.1M -$127K -955 -1%
B
72
Bailard
California
$10.8M +$215K +1,620 +2%
CA
73
Cornerstone Advisory
Maryland
$10.7M +$2.53M +19,073 +30%
SCA
74
Spearhead Capital Advisors
Florida
$10.2M +$2.04M +15,416 +24%
AG
75
Advisor Group
Arizona
$9.71M +$713K +5,379 +8%