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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
1976
Blue Edge Capital
Virginia
$272K -$2.44K -9 -0.9%
SIM
1977
Sims Investment Management
Ohio
$271K +$812 +3 +0.3%
SVWAG
1978
Sound View Wealth Advisors Group
Georgia
$271K -$153K -564 -35%
SFS
1979
Summit Financial Strategies
Ohio
$270K +$279K +1,031 New
EWA
1980
Elevate Wealth Advisory
Georgia
$269K -$11.4K -42 -4%
OPF
1981
Old Peak Finance
North Carolina
$269K – – –
CA
1982
Crumly & Associates
Illinois
$268K +$14.9K +55 +6%
PNAA
1983
Pictet North America Advisors
Switzerland
$268K -$4.69M -17,340 -94%
ASBI
1984
American State Bank (Iowa)
Iowa
$268K +$27.9K +103 +11%
FCA
1985
FLC Capital Advisors
California
$267K – – –
VWA
1986
VERITY Wealth Advisors
United States
$266K – – –
BFA
1987
Buttonwood Financial Advisors
Maryland
$266K -$25.7K -95 -9%
AWA
1988
Aletheian Wealth Advisors
Washington
$266K +$274K +1,014 New
IIA
1989
Integrity Investment Advisors
Colorado
$265K -$114K -420 -29%
CPIA
1990
Cornell Pochily Investment Advisors
New York
$265K -$1.62K -6 -0.6%
AT
1991
Avalon Trust
New Mexico
$265K -$24.4K -90 -8%
TPWA
1992
TRUE Private Wealth Advisors
Oregon
$262K +$271K +1,001 New
CCG
1993
Ceeto Capital Group
Florida
$262K +$271K +1,000 New
OAS
1994
Optivise Advisory Services
Tennessee
$261K -$3.25K -12 -1%
PWM
1995
Partnership Wealth Management
Maryland
$260K +$8.66K +32 +3%
FPCG
1996
Forum Private Client Group
Indiana
$260K -$65.5K -242 -20%
CPL
1997
CAP Partners LLC
Tennessee
$260K – – –
JIP
1998
Jaffetilchin Investment Partners
Florida
$260K +$541 +2 +0.2%
SWP
1999
Strategic Wealth Partners
Ohio
$260K +$101K +375 +61%
MCM
2000
Morton Capital Management
California
$259K +$51.7K +191 +24%
78 79
80
81 82