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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1976
SlateStone Wealth
Florida
$329K -$6.59K -23 -2%
AFP
1977
ATX Financial Planning
Texas
$327K -$54.5K -190 -15%
SWP
1978
Strategic Wealth Partners
Ohio
$327K +$24.6K +86 +9%
LT
1979
Legacy Trust
Michigan
$326K – – –
SCA
1980
Southern Capital Advisors
Tennessee
$325K +$8.31K +29 +3%
BWM
1981
BKM Wealth Management
Wisconsin
$325K +$6.59K +23 +2%
MIM
1982
Marco Investment Management
Georgia
$323K – – –
PC
1983
Port Capital
Illinois
$323K +$305K +1,065 New
GCA
1984
Gallagher Capital Advisors
Texas
$322K -$287 -1 -0.1%
MEG
1985
Millstone Evans Group
Colorado
$322K -$161K -562 -35%
WF
1986
Womack Financial
Texas
$320K – – –
TFA
1987
Tobias Financial Advisors
Florida
$320K -$1.72K -6 -0.6%
BFO
1988
Boston Family Office
Massachusetts
$320K -$4.01K -14 -1%
SFS
1989
Summit Financial Strategies
Ohio
$317K +$4.01K +14 +1%
MPW
1990
MASECO Private Wealth
$316K +$16K +56 +6%
VFG
1991
Valley Financial Group
Pennsylvania
$316K -$860 -3 -0.3%
FPF
1992
First Pacific Financial
Washington
$314K -$19.8K -69 -6%
VWA
1993
VERITY Wealth Advisors
United States
$314K +$5.73K +20 +2%
FG
1994
Foster Group
Iowa
$313K -$15.5K -54 -5%
RS
1995
Retirement Solution
Washington
$312K +$49.3K +172 +20%
SVWAG
1996
Sound View Wealth Advisors Group
Georgia
$312K -$2.01K -7 -0.7%
EWA
1997
Elevate Wealth Advisory
Georgia
$312K – – –
OPF
1998
Old Peak Finance
North Carolina
$311K – – –
ASCM
1999
Adkins Seale Capital Management
Louisiana
$310K +$18.1K +63 +7%
CPC
2000
Consolidated Planning Corp
Georgia
$310K +$293K +1,022 New
78 79
80
81 82