We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Shakespeare Wealth Management
Wisconsin
$4.68M -$973K -7,687 -16%
PPP
127
Private Portfolio Partners
New Jersey
$4.63M +$5.13M +40,554 New
FFG
128
Ford Financial Group
California
$4.6M -$2.88M -22,731 -36%
WFM
129
Wolff Financial Management
Michigan
$4.59M +$5.09M +40,258 New
Kayne Anderson Rudnick Investment Management
130
Kayne Anderson Rudnick Investment Management
California
$4.55M +$5.04M +39,870 New
NFC
131
Northeast Financial Consultants
Connecticut
$4.54M +$1.29M +10,200 +34%
PFM
132
Phillips Financial Management
Indiana
$4.46M -$142K -1,125 -3%
AIM
133
Allen Investment Management
New York
$4.43M
QCM
134
Quadrant Capital Management
New Jersey
$4.24M +$4.7M +37,165 New
MAS
135
Managed Account Services
Florida
$4.14M +$373K +2,948 +10%
Northern Trust
136
Northern Trust
Illinois
$4.14M -$131K -1,038 -3%
SC
137
Savant Capital
Illinois
$4.12M -$42.5K -336 -0.9%
PP
138
PagnatoKarp Partners
Virginia
$4.08M +$4.52M +35,745 New
LFG
139
LifePlan Financial Group
Ohio
$3.97M -$97K -767 -2%
RWP
140
RWA Wealth Partners
Massachusetts
$3.94M -$135K -1,067 -3%
CC
141
Courier Capital
New York
$3.93M +$81.5K +644 +2%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$3.87M -$2.8M -22,167 -40%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$3.83M +$4.24M +33,541 New
MCM
144
Manchester Capital Management
Vermont
$3.81M +$48.3K +382 +1%
CWM
145
Cranbrook Wealth Management
Michigan
$3.78M -$49.2K -389 -1%
MPW
146
MA Private Wealth
California
$3.58M +$3.97M +31,384 New
IA
147
IFP Advisors
Florida
$3.48M -$58.2K -460 -1%
BEAM
148
Baker Ellis Asset Management
Washington
$3.44M -$75.9K -600 -2%
DADC
149
D.A. Davidson & Co
Montana
$3.29M +$142K +1,125 +4%
BTS
150
BB&T Securities
Virginia
$3.26M +$398K +3,148 +12%