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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1976
Woodside Wealth Management
Massachusetts
$118K +$2.01K +9 +2%
MCA
1977
Midwest Capital Advisors
Michigan
$116K -$251K -1,126 -70%
NRG
1978
Nemes Rush Group
Michigan
$116K -$139K -621 -56%
PWMG
1979
Private Wealth Management Group
New Jersey
$114K – – –
PK
1980
Pflug Koory
Nebraska
$112K +$3.79K +17 +4%
SWIM
1981
Smallwood Wealth Investment Management
New Jersey
$110K +$7.36K +33 +8%
AIA
1982
Armor Investment Advisors
North Carolina
$108K – – –
UIA
1983
Ulland Investment Advisors
Minnesota
$108K – – –
NFSG
1984
Newbridge Financial Services Group
Florida
$107K -$11.2K -50 -10%
T
1985
Transce3nd
Texas
$106K +$9.37K +42 +10%
CF
1986
Conquis Financial
California
$106K – – –
FCMT
1987
Founders Capital Management (Texas)
Texas
$106K – – –
VWA
1988
VSM Wealth Advisory
Maryland
$105K -$11.9M -53,321 -99%
AIA
1989
Arcadia Investment Advisors
Idaho
$105K +$98.4K +441 New
LCOV
1990
London Company of Virginia
Virginia
$101K -$328K -1,472 -78%
GCM
1991
Gables Capital Management
Florida
$100K – – –
BFS
1992
Burkett Financial Services
South Carolina
$100K -$33K -148 -26%
WOC
1993
West Oak Capital
California
$99.1K – – –
MJRIC
1994
Mogy Joel R Investment Counsel
California
$94.8K – – –
WCAMG
1995
Woodard & Company Asset Management Group
North Carolina
$94.8K – – –
SC
1996
Swan Capital
Florida
$93.4K – – –
TWD
1997
True Wealth Design
Ohio
$92.9K – – –
GWSG
1998
GPS Wealth Strategies Group
Colorado
$92.1K – – –
MLA
1999
MB, Levis & Associates
Pennsylvania
$91K – – –
HWA
2000
Heritage Wealth Advisors
Virginia
$88.4K – – –
78 79
80
81 82