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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
1976
Evelyn Partners Asset Management
$274K +$283K +1,047 New
SWM
1977
Steinberganna Wealth Management
New York
$274K +$16.5K +61 +6%
VFG
1978
Valley Financial Group
Pennsylvania
$274K +$4.33K +16 +2%
SCA
1979
Southern Capital Advisors
Tennessee
$274K -$1.89K -7 -0.7%
DA
1980
Detalus Advisors
Missouri
$272K -$6.22K -23 -2%
BEC
1981
Blue Edge Capital
Virginia
$272K -$2.44K -9 -0.9%
SIM
1982
Sims Investment Management
Ohio
$271K +$812 +3 +0.3%
SVWAG
1983
Sound View Wealth Advisors Group
Georgia
$271K -$153K -564 -35%
SFS
1984
Summit Financial Strategies
Ohio
$270K +$279K +1,031 New
EWA
1985
Elevate Wealth Advisory
Georgia
$269K -$11.4K -42 -4%
OPF
1986
Old Peak Finance
North Carolina
$269K – – –
CA
1987
Crumly & Associates
Illinois
$268K +$14.9K +55 +6%
PNAA
1988
Pictet North America Advisors
Switzerland
$268K -$4.69M -17,340 -94%
ASBI
1989
American State Bank (Iowa)
Iowa
$268K +$27.9K +103 +11%
FCA
1990
FLC Capital Advisors
California
$267K – – –
VWA
1991
VERITY Wealth Advisors
United States
$266K – – –
BFA
1992
Buttonwood Financial Advisors
Maryland
$266K -$25.7K -95 -9%
AWA
1993
Aletheian Wealth Advisors
Washington
$266K +$274K +1,014 New
IIA
1994
Integrity Investment Advisors
Colorado
$265K -$114K -420 -29%
CPIA
1995
Cornell Pochily Investment Advisors
New York
$265K -$1.62K -6 -0.6%
AT
1996
Avalon Trust
New Mexico
$265K -$24.4K -90 -8%
TPWA
1997
TRUE Private Wealth Advisors
Oregon
$262K +$271K +1,001 New
CCG
1998
Ceeto Capital Group
Florida
$262K +$271K +1,000 New
OAS
1999
Optivise Advisory Services
Tennessee
$261K -$3.25K -12 -1%
PWM
2000
Partnership Wealth Management
Maryland
$260K +$8.66K +32 +3%
78 79
80
81 82