We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Commerce Bank
Missouri
$2.65M +$392K +3,084 +18%
MPW
202
MA Private Wealth
California
$2.63M -$1.39M -10,965 -35%
SB
203
Simmons Bank
Arkansas
$2.56M -$34.3K -270 -1%
ACM
204
Advisors Capital Management
New Jersey
$2.52M -$7.19M -56,552 -75%
PFG
205
Pacific Financial Group
Washington
$2.5M +$2.47M +19,404 New
GIM
206
Goelzer Investment Management
Indiana
$2.5M +$104K +819 +4%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$2.44M +$457K +3,591 +23%
PAI
208
Pittenger & Anderson Inc
Nebraska
$2.4M -$143K -1,125 -6%
BRWM
209
B. Riley Wealth Management
Tennessee
$2.4M +$310K +2,440 +15%
PA
210
Probity Advisors
Texas
$2.31M -$136K -1,072 -6%
CDH
211
Charles D. Hyman
$2.28M -$5.09K -40 -0.2%
JIC
212
JRM Investment Counsel
Nebraska
$2.28M +$731K +5,750 +48%
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$2.27M +$172K +1,353 +8%
CS
214
Comerica Securities
Michigan
$2.26M +$258K +2,030 +13%
ATC
215
Argent Trust Co
Tennessee
$2.25M -$128K -1,010 -5%
CG
216
Colony Group
Massachusetts
$2.24M +$141K +1,108 +7%
WBC
217
West Branch Capital
Massachusetts
$2.24M -$104K -820 -5%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$2.21M -$18.7K -147 -0.8%
TFGT
219
TS Financial Group (TSFG)
Illinois
$2.2M +$2.17M +17,076 New
S
220
Schroders
United Kingdom
$2.2M +$2.17M +17,060 New
EI
221
Ellevest Inc
New York
$2.19M +$3.4M +26,700 +205%
Cerity Partners
222
Cerity Partners
New York
$2.1M -$685K -5,386 -25%
PFA
223
Pathway Financial Advisors
Vermont
$2.07M -$19.1K -150 -0.9%
CAAS
224
Capital Asset Advisory Services
Michigan
$2.06M -$804K -6,317 -28%
BC
225
Burleson & Co
California
$2.05M -$146K -1,150 -7%