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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2001
FLC Capital Advisors
California
$309K – – –
IIA
2002
Integrity Investment Advisors
Colorado
$308K +$860 +3 +0.3%
AWA
2003
Aletheian Wealth Advisors
Washington
$306K -$1.15K -4 -0.4%
PF
2004
Penney Financial
Texas
$305K -$6.71M -23,411 -96%
KOC
2005
Koss-Olinger Consulting
Florida
$304K -$91.1K -318 -24%
CA
2006
Carson Advisory
Georgia
$304K +$22.1K +77 +8%
CCG
2007
Ceeto Capital Group
Florida
$303K – – –
CPL
2008
CAP Partners LLC
Tennessee
$301K – – –
MIA
2009
MainStreet Investment Advisors
Illinois
$300K -$33K -115 -10%
SIM
2010
Sims Investment Management
Ohio
$300K -$13.2K -46 -4%
WFS
2011
Walker Financial Services
Kentucky
$300K +$860 +3 +0.3%
KCWM
2012
Kane Co Wealth Management
Iowa
$300K – – –
AMIM
2013
Aull & Monroe Investment Management
Alabama
$300K – – –
TPWA
2014
TRUE Private Wealth Advisors
Oregon
$299K -$4.58K -16 -2%
SP
2015
Stonebrook Private
Michigan
$298K +$18.3K +64 +7%
CP
2016
Clarendon Private
Massachusetts
$298K +$281K +982 New
FPCG
2017
Forum Private Client Group
Indiana
$297K -$3.44K -12 -1%
LHP
2018
Lexington Hill Partners
Texas
$297K +$860 +3 +0.3%
PWM
2019
Partnership Wealth Management
Maryland
$296K -$5.45K -19 -2%
PPF
2020
Pacific Park Financial
California
$295K +$279K +972 New
CA
2021
Crumly & Associates
Illinois
$294K -$15.8K -55 -5%
HGA
2022
Hobbs Group Advisors
South Carolina
$293K -$1.72K -6 -0.6%
CI
2023
CacheTech Inc
Utah
$292K – – –
TIAAOA
2024
Teachers Insurance & Annuity Association of America
New York
$292K +$58.5K +204 +27%
EAM
2025
Everstar Asset Management
North Carolina
$291K – – –
79 80
81
82 83