We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Smithfield Trust
Pennsylvania
$107K +$24.8K +280 +31%
PTC
177
Private Trust Company
Ohio
$100K +$41.3K +467 +73%
ST
178
Stifel Trust
Missouri
$92K
IFWM
179
Institute for Wealth Management
Colorado
$78K +$76.5K +865 New
TF
180
Tompkins Financial
New York
$69K +$68.1K +770 New
DWA
181
Dorsey Wright & Associates
California
$64.7K -$619K -7,000 -1%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$53K +$20.1K +227 +62%
PMFA
183
Plante Moran Financial Advisors
Michigan
$45K
RFA
184
Reilly Financial Advisors
California
$42K
WCM
185
Windsor Capital Management
Arizona
$41K
MWP
186
MYCIO Wealth Partners
Pennsylvania
$39K
TIM
187
Tortoise Investment Management
New York
$38K
JIR
188
James Investment Research
Ohio
$32K +$31K +350 New
JFA
189
JNBA Financial Advisors
Minnesota
$27K
FANJ
190
Financial Architects (New Jersey)
New Jersey
$26K
MA
191
MUFG Americas
New York
$22K -$1.16M -13,130 -98%
LIA
192
LS Investment Advisors
Michigan
$19K
CFS
193
Community Financial System
New York
$18K
CP
194
Corbenic Partners
Pennsylvania
$18K
IAS
195
INR Advisory Services
Pennsylvania
$18K
Canada Life
196
Canada Life
Manitoba, Canada
$18K +$17.7K +200 New
HCM
197
Horrell Capital Management
Arkansas
$8K
FNBT
198
FineMark National Bank & Trust
Florida
$7K
EWM
199
Evercore Wealth Management
New York
$6K
PSI
200
Pinnacle Summer Investments
Virginia
$3K