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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2001
Summit Financial Strategies
Ohio
$317K +$4.01K +14 +1%
MPW
2002
MASECO Private Wealth
$316K +$16K +56 +6%
VFG
2003
Valley Financial Group
Pennsylvania
$316K -$860 -3 -0.3%
FPF
2004
First Pacific Financial
Washington
$314K -$19.8K -69 -6%
VWA
2005
VERITY Wealth Advisors
United States
$314K +$5.73K +20 +2%
FG
2006
Foster Group
Iowa
$313K -$15.5K -54 -5%
RS
2007
Retirement Solution
Washington
$312K +$49.3K +172 +20%
SVWAG
2008
Sound View Wealth Advisors Group
Georgia
$312K -$2.01K -7 -0.7%
EWA
2009
Elevate Wealth Advisory
Georgia
$312K – – –
OPF
2010
Old Peak Finance
North Carolina
$311K – – –
ASCM
2011
Adkins Seale Capital Management
Louisiana
$310K +$18.1K +63 +7%
CPC
2012
Consolidated Planning Corp
Georgia
$310K +$293K +1,022 New
FCA
2013
FLC Capital Advisors
California
$309K – – –
IIA
2014
Integrity Investment Advisors
Colorado
$308K +$860 +3 +0.3%
AWA
2015
Aletheian Wealth Advisors
Washington
$306K -$1.15K -4 -0.4%
PF
2016
Penney Financial
Texas
$305K -$6.71M -23,411 -96%
KOC
2017
Koss-Olinger Consulting
Florida
$304K -$91.1K -318 -24%
CA
2018
Carson Advisory
Georgia
$304K +$22.1K +77 +8%
CCG
2019
Ceeto Capital Group
Florida
$303K – – –
CPL
2020
CAP Partners LLC
Tennessee
$301K – – –
MIA
2021
MainStreet Investment Advisors
Illinois
$300K -$33K -115 -10%
SIM
2022
Sims Investment Management
Ohio
$300K -$13.2K -46 -4%
WFS
2023
Walker Financial Services
Kentucky
$300K +$860 +3 +0.3%
KCWM
2024
Kane Co Wealth Management
Iowa
$300K – – –
AMIM
2025
Aull & Monroe Investment Management
Alabama
$300K – – –
79 80
81
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