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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2001
American Capital Advisory
Idaho
$68.1K – – –
SIM
2002
Studio Investment Management
Illinois
$67.4K +$36.5K +153 +101%
B
2003
Birchbrook
Maine
$66.5K – – –
FWM
2004
FSA Wealth Management
Massachusetts
$66.1K +$1.91K +8 +3%
WPA
2005
Wealth Preservation Advisors
Tennessee
$65.3K +$70.5K +295 New
CHC
2006
City Holding Co
West Virginia
$65.2K – – –
VWWMG
2007
Vermillion & White Wealth Management Group
Pennsylvania
$64.1K -$37.7K -158 -35%
TAM
2008
Tucker Asset Management
Colorado
$63.8K +$2.39K +10 +4%
HT
2009
Headlands Technologies
Illinois
$63.6K -$57.3K -240 -46%
PAG
2010
Paladin Advisory Group
Iowa
$62.3K -$17.7K -74 -21%
CWM
2011
Crowley Wealth Management
Delaware
$61.6K – – –
NRC
2012
New Republic Capital
North Carolina
$60.8K -$175K -732 -73%
MMCM
2013
Murphy & Mullick Capital Management
New York
$60.8K – – –
OAJ
2014
Ogorek Anthony Joseph
New York
$60K +$61.9K +259 +1,727%
TC
2015
Trust Company
Kansas
$58.8K -$6.69K -28 -10%
HWM
2016
HighMark Wealth Management
Minnesota
$58.3K +$5.49K +23 +10%
PW
2017
Pandora Wealth
Illinois
$58.1K +$62.6K +262 New
SC
2018
Sawyer & Company
Massachusetts
$58K +$239 +1 +0.4%
HC
2019
Hurley Capital
New York
$56.5K +$49.4K +207 +431%
SS
2020
Sunbelt Securities
Texas
$55.5K -$174K -727 -74%
CFP
2021
Comprehensive Financial Planning
Pennsylvania
$54.8K -$338K -1,414 -85%
PP
2022
Pacifica Partners
Canada
$54.2K – – –
EWM
2023
EPG Wealth Management
Georgia
$53.8K – – –
SA
2024
SRH Advisors
Kansas
$53.2K – – –
HDIM
2025
Hanson & Doremus Investment Management
Vermont
$53K – – –
79 80
81
82 83