We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
151
Barclays
United Kingdom
$292K – – –
VFP
152
Verus Financial Partners
Virginia
$286K -$619 -7 -0.2%
BJL
153
Brighton Jones LLC
Washington
$277K -$5.13K -58 -2%
LI
154
LMCG Investments
Massachusetts
$271K +$8.94K +101 +3%
HNB
155
Huntington National Bank
Ohio
$265K – – –
WP
156
WMS Partners
Maryland
$262K – – –
EFSCE
157
Enterprise Financial Services Corp (EFSC)
Missouri
$254K – – –
PCM
158
Parsons Capital Management
Rhode Island
$249K +$12.4K +140 +5%
WA
159
WFG Advisors
Texas
$245K +$177K +2,000 +280%
RMCM
160
Reynders McVeigh Capital Management
Massachusetts
$235K -$8.85K -100 -4%
BFPW
161
BOK Financial Private Wealth
Colorado
$233K – – –
CFSG
162
Community Financial Services Group
Vermont
$229K – – –
NES
163
New England Securities
New York
$217K +$75.3K +851 +55%
SC
164
SouthState Corp
Florida
$215K -$78.1K -883 -27%
ABC
165
Associated Banc-Corp
Wisconsin
$214K +$210K +2,373 New
AF
166
Allworth Financial
California
$211K +$207K +2,343 New
SSB
167
Sandy Spring Bank
Maryland
$203K -$25.8K -292 -11%
WCM
168
Wealthcare Capital Management
Virginia
$202K – – –
RIA
169
Regal Investment Advisors
Michigan
$178K -$90.2K -1,019 -34%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$174K +$12.7K +144 +8%
FWM
171
Focused Wealth Management
New York
$162K +$159K +1,801 New
AC
172
Alexandria Capital
Virginia
$159K -$30.4K -344 -16%
1IC
173
1919 Investment Counsel
Maryland
$151K – – –
PSUF
174
People's United Financial
Connecticut
$142K – – –
JA
175
JOYN Advisors
Georgia
$135K +$133K +1,500 New