We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$536K -$9.73K -110 -2%
BEAM
127
Baker Ellis Asset Management
Washington
$509K +$227K +2,568 +84%
CBU
128
CIBC Bank USA
Illinois
$500K -$255K -2,887 -34%
PJSIMP
129
P.J. Schmidt Investment Management (PJS)
Wisconsin
$484K +$168K +1,900 +55%
RT
130
Reliance Trust
Georgia
$482K -$325K -3,673 -41%
SNC
131
Stifel Nicolaus & Co
Missouri
$467K +$20.3K +230 +5%
TWA
132
TCI Wealth Advisors
Arizona
$455K – – –
GJIC
133
Gamble Jones Investment Counsel
California
$431K – – –
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$420K +$6.63K +75 +2%
DADC
135
D.A. Davidson & Co
Montana
$419K +$221K +2,494 +116%
ICOA
136
Investment Centers of America
North Dakota
$418K +$61.9K +700 +18%
DP
137
Dearborn Partners
Illinois
$401K +$46.4K +525 +13%
AL
138
Aspiriant LLC
California
$388K -$442K -5,000 -54%
BIT
139
BlackRock Institutional Trust
California
$388K +$380K +4,300 New
William Blair & Company
140
William Blair & Company
Illinois
$364K +$138K +1,558 +63%
Bessemer Group
141
Bessemer Group
New Jersey
$351K +$241K +2,722 +233%
NL
142
NWAM LLC
Washington
$346K +$339K +3,832 New
TCM
143
Telos Capital Management
California
$344K +$442 +5 +0.1%
AA
144
Ancora Advisors
Ohio
$337K -$24.6K -278 -7%
CWA
145
Constellation Wealth Advisors
New York
$336K +$329K +3,724 New
GLRA
146
Gerald L. Ray & Associates
Texas
$329K -$15K -169 -4%
US Bancorp
147
US Bancorp
Minnesota
$328K +$92.5K +1,046 +40%
JIC
148
Joel Isaacson & Co
New York
$321K – – –
CWM
149
Concert Wealth Management
California
$310K +$302K +3,410 New
NAMP
150
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$305K – – –