We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$54.3M -$2.78M -15,055 -5%
VFP
52
Verus Financial Partners
Virginia
$53.4M -$117K -631 -0.2%
JFG
53
JMG Financial Group
Illinois
$52.4M +$233K +1,261 +0.4%
PAS
54
Park Avenue Securities
New York
$52.2M +$4.15M +22,471 +9%
MIAS
55
Mason Investment Advisory Services
Virginia
$52M +$648K +3,510 +1%
MAG
56
Mokosak Advisory Group
Iowa
$50.3M +$520K +2,817 +1%
BFA
57
Bragg Financial Advisors
North Carolina
$49M +$1.52M +8,226 +3%
CAM
58
Cresset Asset Management
Illinois
$48.9M +$3.3M +17,883 +7%
Cerity Partners
59
Cerity Partners
New York
$47.6M +$5.35M +28,949 +12%
CFFP
60
Center for Financial Planning
Michigan
$44.9M +$362K +1,961 +0.8%
Creative Planning
61
Creative Planning
Kansas
$44.6M +$284K +1,539 +0.6%
ZF
62
Zhang Financial
Michigan
$44.3M +$275K +1,488 +0.6%
SI
63
Stephens Inc
Arkansas
$43.3M +$7.2M +38,979 +20%
MML Investors Services
64
MML Investors Services
Massachusetts
$42.7M -$3.54M -19,180 -8%
TSW
65
Thompson Siegel & Walmsley
Virginia
$42.5M +$370K +2,005 +0.9%
FG
66
Foster Group
Iowa
$41.7M -$30.8M -166,931 -42%
B
67
Bailard
California
$41.5M -$1.09M -5,917 -3%
IWA
68
Inspirion Wealth Advisors
Illinois
$40.1M +$1.11M +6,002 +3%
MWM
69
Merriman Wealth Management
Washington
$39.9M -$85.3K -462 -0.2%
Truist Financial
70
Truist Financial
North Carolina
$38.2M -$510K -2,763 -1%
BSW
71
Buckingham Strategic Wealth
Missouri
$37.8M -$1.19M -6,461 -3%
EH
72
Equitable Holdings
New York
$37.7M -$6.7M -36,294 -15%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$37.4M +$656K +3,549 +2%
LNC
74
Lincoln National Corp
Pennsylvania
$36.6M -$10.3M -55,552 -22%
APG
75
Abacus Planning Group
South Carolina
$35.6M -$1.09M -5,890 -3%