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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2001
BFSG LLC
California
$71.2K – – –
KFGG
2002
Keystone Financial Group (Georgia)
Georgia
$71K – – –
ACA
2003
American Capital Advisory
Idaho
$68.1K – – –
SIM
2004
Studio Investment Management
Illinois
$67.4K +$36.5K +153 +101%
B
2005
Birchbrook
Maine
$66.5K – – –
FWM
2006
FSA Wealth Management
Massachusetts
$66.1K +$1.91K +8 +3%
WPA
2007
Wealth Preservation Advisors
Tennessee
$65.3K +$70.5K +295 New
CHC
2008
City Holding Co
West Virginia
$65.2K – – –
VWWMG
2009
Vermillion & White Wealth Management Group
Pennsylvania
$64.1K -$37.7K -158 -35%
TAM
2010
Tucker Asset Management
Colorado
$63.8K +$2.39K +10 +4%
HT
2011
Headlands Technologies
Illinois
$63.6K -$57.3K -240 -46%
PAG
2012
Paladin Advisory Group
Iowa
$62.3K -$17.7K -74 -21%
CWM
2013
Crowley Wealth Management
Delaware
$61.6K – – –
NRC
2014
New Republic Capital
North Carolina
$60.8K -$175K -732 -73%
MMCM
2015
Murphy & Mullick Capital Management
New York
$60.8K – – –
OAJ
2016
Ogorek Anthony Joseph
New York
$60K +$61.9K +259 +1,727%
TC
2017
Trust Company
Kansas
$58.8K -$6.69K -28 -10%
HWM
2018
HighMark Wealth Management
Minnesota
$58.3K +$5.49K +23 +10%
PW
2019
Pandora Wealth
Illinois
$58.1K +$62.6K +262 New
SC
2020
Sawyer & Company
Massachusetts
$58K +$239 +1 +0.4%
HC
2021
Hurley Capital
New York
$56.5K +$49.4K +207 +431%
SS
2022
Sunbelt Securities
Texas
$55.5K -$174K -727 -74%
CFP
2023
Comprehensive Financial Planning
Pennsylvania
$54.8K -$338K -1,414 -85%
PP
2024
Pacifica Partners
Canada
$54.2K – – –
EWM
2025
EPG Wealth Management
Georgia
$53.8K – – –
79 80
81
82 83