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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
2001
Noble Wealth Management PBC
Colorado
$144K +$147K +598 New
CMP
2002
Coston McIsaac & Partners
Maine
$142K – – –
BIG
2003
Brooklyn Investment Group
New York
$138K +$141K +575 New
PCFFS
2004
Pacific Center for Financial Services
California
$134K – – –
BFS
2005
Burkett Financial Services
South Carolina
$134K -$7.14K -29 -5%
W
2006
WealthCollab
Washington
$131K – – –
EW
2007
Element Wealth
Mississippi
$130K – – –
TAM
2008
Townsend Asset Management
North Carolina
$129K +$17.5K +71 +15%
JFGIW
2009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K -$9.1K -37 -7%
RLIM
2010
Red Lighthouse Investment Management
New York
$129K -$8.86K -36 -6%
HT
2011
Headlands Technologies
Illinois
$127K +$89.8K +365 +225%
MEG
2012
Millstone Evans Group
Colorado
$124K +$127K +517 New
VWM
2013
Vermillion Wealth Management
Minnesota
$124K +$127K +515 New
NFSG
2014
Newbridge Financial Services Group
Florida
$121K +$124K +503 New
WCAMG
2015
Woodard & Company Asset Management Group
North Carolina
$120K – – –
VCM
2016
Versant Capital Management
Arizona
$119K – – –
PA
2017
PSI Advisors
Florida
$118K +$39.6K +161 +48%
CBT
2018
Crews Bank & Trust
Florida
$117K +$120K +486 New
PWMG
2019
Private Wealth Management Group
New Jersey
$115K – – –
OWP
2020
ORG Wealth Partners
Texas
$114K +$87.8K +357 +308%
AIA
2021
Armor Investment Advisors
North Carolina
$110K – – –
UIA
2022
Ulland Investment Advisors
Minnesota
$109K +$4.92K +20 +5%
VWWMG
2023
Vermillion & White Wealth Management Group
Pennsylvania
$107K +$738 +3 +0.7%
CF
2024
Conquis Financial
California
$107K +$110K +446 New
FCMT
2025
Founders Capital Management (Texas)
Texas
$107K – – –
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