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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2001
Albion Financial Group
Utah
$85.3K -$6.92K -31 -8%
SC
2002
Sawyer & Company
Massachusetts
$85.2K +$4.46K +20 +8%
GI
2003
GS Investments
Minnesota
$84.6K – – –
CB
2004
Centennial Bank
Arkansas
$84.1K – – –
TCA
2005
Trifecta Capital Advisors
Illinois
$84.1K +$79.2K +355 New
RF
2006
Robinswood Financial
Washington
$84K -$223 -1 -0.3%
FLFS
2007
Family Legacy Financial Solutions
North Carolina
$80.4K +$75.6K +339 New
APW
2008
Atlantic Private Wealth
North Carolina
$79.2K -$50.4K -226 -40%
RIA
2009
Realta Investment Advisors
Delaware
$78.7K +$67.2K +301 +971%
GFL
2010
Granite FO LLC
New Hampshire
$77.7K – – –
KPP
2011
Kings Path Partners
Texas
$76.5K – – –
TAM
2012
Tucker Asset Management
Colorado
$75.3K +$6.69K +30 +10%
PAG
2013
Paladin Advisory Group
Iowa
$74.9K +$7.81K +35 +12%
B
2014
Birchbrook
Maine
$73.2K +$2.01K +9 +3%
BC
2015
Broadwater Capital
Massachusetts
$72.9K +$16.2M +72,426 +16,276%
ACA
2016
American Capital Advisory
Idaho
$72.8K – – –
MSFP
2017
Mark Sheptoff Financial Planning
Connecticut
$71.1K -$29.4K -132 -31%
FWM
2018
FSA Wealth Management
Massachusetts
$70.9K +$223 +1 +0.3%
WPA
2019
Wealth Preservation Advisors
Tennessee
$69.8K – – –
CHC
2020
City Holding Co
West Virginia
$69.7K – – –
AF
2021
Alerus Financial
North Dakota
$69K +$64.9K +291 New
VWWMG
2022
Vermillion & White Wealth Management Group
Pennsylvania
$68.5K – – –
HT
2023
Headlands Technologies
Illinois
$68K – – –
FP
2024
Financial Perspectives
Minnesota
$67.7K +$16.7K +75 +36%
RF
2025
Rossby Financial
Florida
$66.4K +$13.4K +60 +27%
79 80
81
82 83