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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
926
Rinkey Investments
California
$437K -$99.2K -537 -18%
NFP
927
Narus Financial Partners
Utah
$436K -$53.2K -288 -11%
CFFNO
928
Common Fund For Nonprofit Organizations
Connecticut
$435K +$440K +2,384 New
VCM
929
Virtue Capital Management
Tennessee
$434K -$7.76K -42 -2%
SCA
930
STALEY CAPITAL ADVISERS
Pennsylvania
$433K -$116K -630 -21%
NAMNJ
931
NorthStar Asset Management (New Jersey)
New Jersey
$430K +$25.9K +140 +6%
ECG
932
EPIQ Capital Group
California
$429K – – –
HCP
933
Hardin Capital Partners
South Carolina
$426K +$432K +2,336 New
PSB
934
Passumpsic Savings Bank
Vermont
$424K +$61.5K +333 +17%
SIC
935
Salem Investment Counselors
North Carolina
$423K -$2.96K -16 -0.7%
KCFA
936
Key Client Fiduciary Advisors
New Jersey
$422K +$2.22K +12 +0.5%
AWM
937
Ariadne Wealth Management
California
$422K +$425K +2,300 New
RWA
938
Rooted Wealth Advisors
Illinois
$422K -$15.1K -82 -4%
RI
939
Ridgewood Investments
New Jersey
$422K +$43K +233 +11%
ERIC
940
Eagle Rock Investment Company
Georgia
$421K +$6.1K +33 +1%
BCA
941
Ballentine Capital Advisors
South Carolina
$415K -$1.29K -7 -0.3%
FTUS
942
Flow Traders U.S.
New York
$414K -$355K -1,921 -46%
CPWM
943
Cypress Point Wealth Management
Texas
$413K – – –
WTC
944
WhitTier Trust Company
Nevada
$411K -$161K -870 -28%
MPCL
945
My Personal CFO LLC
Washington
$409K -$13.3K -72 -3%
VCP
946
Vista Capital Partners
Oregon
$408K -$34.5K -187 -8%
WTA
947
Washington Trust Advisors
Massachusetts
$406K -$56K -303 -12%
AIM
948
AMI Investment Management
Indiana
$406K – – –
SC
949
Stephens Consulting
Michigan
$405K -$27K -146 -6%
IA
950
Inspire Advisors
Idaho
$402K -$117K -632 -22%
36 37
38
39 40