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Vanguard Morningstar Small-Cap ETF
VB

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