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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
726
Arbor Investment Advisors
North Carolina
$344K -$2.25K -13 -0.7%
ECG
727
EPIQ Capital Group
California
$342K +$1.39K +8 +0.4%
FHC
728
First Heartland Consultants
Missouri
$341K -$11.8K -68 -3%
CIC
729
Carnegie Investment Counsel
Ohio
$341K +$100K +577 +42%
SWA
730
Sax Wealth Advisors
New Jersey
$340K -$30K -173 -8%
WTC
731
WhitTier Trust Company
Nevada
$338K – – –
EWM
732
Evercore Wealth Management
New York
$336K – – –
RFC
733
Regions Financial Corp
Alabama
$331K -$66.7K -385 -17%
IC
734
Intersect Capital
California
$331K -$17.9K -103 -5%
VFA
735
Voya Financial Advisors
Connecticut
$329K -$1.7M -9,794 -84%
CIP
736
Cornerstone Investment Partners
Georgia
$324K +$7.63K +44 +2%
CAL
737
Capital Advisors Ltd
Ohio
$322K – – –
1SB
738
1ST Source Bank
Indiana
$321K – – –
MMHP
739
Murphy Middleton Hinkle & Parker
Georgia
$321K – – –
TFCP
740
Twin Focus Capital Partners
Massachusetts
$321K – – –
C1AG
741
Client 1st Advisory Group
Florida
$314K – – –
RPWA
742
Regent Peak Wealth Advisors
Georgia
$310K -$1.39K -8 -0.4%
FPCP
743
Fort Point Capital Partners
California
$310K +$26.7K +154 +9%
ESB
744
Essex Savings Bank
Connecticut
$308K +$28.8K +166 +10%
GGS
745
Galvin Gaustad & Stein
Arizona
$308K +$97.9K +565 +47%
B
746
Bridgeworth
Alabama
$307K -$25.8K -149 -8%
AP
747
Appleton Partners
Massachusetts
$306K -$13.3K -77 -4%
WFA
748
Wells Financial Advisors
Massachusetts
$304K -$221K -1,276 -42%
BB
749
Busey Bank
Illinois
$303K -$16.3K -94 -5%
WF
750
WoodTrust Financial
Wisconsin
$302K -$13.9K -80 -4%
28 29
30
31 32