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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
2001
Ironwood Wealth Management (Arizona)
Arizona
$86.7K +$59.1K +265 +262%
AFG
2002
Albion Financial Group
Utah
$85.3K -$6.92K -31 -8%
SC
2003
Sawyer & Company
Massachusetts
$85.2K +$4.46K +20 +8%
GI
2004
GS Investments
Minnesota
$84.6K – – –
CB
2005
Centennial Bank
Arkansas
$84.1K – – –
TCA
2006
Trifecta Capital Advisors
Illinois
$84.1K +$79.2K +355 New
RF
2007
Robinswood Financial
Washington
$84K -$223 -1 -0.3%
FLFS
2008
Family Legacy Financial Solutions
North Carolina
$80.4K +$75.6K +339 New
APW
2009
Atlantic Private Wealth
North Carolina
$79.2K -$50.4K -226 -40%
RIA
2010
Realta Investment Advisors
Delaware
$78.7K +$67.2K +301 +971%
GFL
2011
Granite FO LLC
New Hampshire
$77.7K – – –
KPP
2012
Kings Path Partners
Texas
$76.5K – – –
TAM
2013
Tucker Asset Management
Colorado
$75.3K +$6.69K +30 +10%
PAG
2014
Paladin Advisory Group
Iowa
$74.9K +$7.81K +35 +12%
B
2015
Birchbrook
Maine
$73.2K +$2.01K +9 +3%
BC
2016
Broadwater Capital
Massachusetts
$72.9K -$30.8K -138 -31%
ACA
2017
American Capital Advisory
Idaho
$72.8K – – –
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$71.1K -$29.4K -132 -31%
FWM
2019
FSA Wealth Management
Massachusetts
$70.9K +$223 +1 +0.3%
WPA
2020
Wealth Preservation Advisors
Tennessee
$69.8K – – –
CHC
2021
City Holding Co
West Virginia
$69.7K – – –
AF
2022
Alerus Financial
North Dakota
$69K +$64.9K +291 New
VWWMG
2023
Vermillion & White Wealth Management Group
Pennsylvania
$68.5K – – –
HT
2024
Headlands Technologies
Illinois
$68K – – –
FP
2025
Financial Perspectives
Minnesota
$67.7K +$16.7K +75 +36%
79 80
81
82 83