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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1976
Carter Financial Group
Illinois
$340K -$10.9K -38 -3%
WFG
1977
Wills Financial Group
Virginia
$339K – – –
STA
1978
Shade Tree Advisors
New York
$338K – – –
HHGA
1979
Halbert Hargrove Global Advisors
California
$337K -$6.02K -21 -2%
SMWM
1980
Silvia McColl Wealth Management
California
$336K – – –
NCM
1981
Novare Capital Management
North Carolina
$336K -$4.3K -15 -1%
SP
1982
Symmetry Partners
Connecticut
$335K – – –
OHIS
1983
Oak Harvest Investment Services
Texas
$334K -$30.4K -106 -9%
SWA
1984
Serenus Wealth Advisors
California
$333K – – –
MCC
1985
Money Concepts Capital
Florida
$332K -$573 -2 -0.2%
NCM
1986
Noesis Capital Mangement
Florida
$331K -$7.17K -25 -2%
MS
1987
Monetary Solutions
Ohio
$331K +$78K +272 +33%
SW
1988
SlateStone Wealth
Florida
$329K -$6.59K -23 -2%
AFP
1989
ATX Financial Planning
Texas
$327K -$54.5K -190 -15%
SWP
1990
Strategic Wealth Partners
Ohio
$327K +$24.6K +86 +9%
LT
1991
Legacy Trust
Michigan
$326K – – –
SCA
1992
Southern Capital Advisors
Tennessee
$325K +$8.31K +29 +3%
BWM
1993
BKM Wealth Management
Wisconsin
$325K +$6.59K +23 +2%
MIM
1994
Marco Investment Management
Georgia
$323K – – –
PC
1995
Port Capital
Illinois
$323K +$305K +1,065 New
GCA
1996
Gallagher Capital Advisors
Texas
$322K -$287 -1 -0.1%
MEG
1997
Millstone Evans Group
Colorado
$322K -$161K -562 -35%
WF
1998
Womack Financial
Texas
$320K – – –
TFA
1999
Tobias Financial Advisors
Florida
$320K -$1.72K -6 -0.6%
BFO
2000
Boston Family Office
Massachusetts
$320K -$4.01K -14 -1%
78 79
80
81 82