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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2001
Pacific Center for Financial Services
California
$142K – – –
MFG
2002
Mendota Financial Group
Wisconsin
$142K +$138K +557 New
UIA
2003
Ulland Investment Advisors
Minnesota
$141K +$24.8K +100 +22%
W
2004
WealthCollab
Washington
$139K – – –
HFS
2005
Hantz Financial Services
Michigan
$136K -$51.1K -206 -28%
OCM
2006
Orion Capital Management
California
$131K +$88.5K +357 +226%
TAM
2007
Townsend Asset Management
North Carolina
$127K -$13.4K -54 -10%
WWM
2008
Woodside Wealth Management
Massachusetts
$126K – – –
MFA
2009
Morling Financial Advisors
California
$123K -$100K -404 -45%
CBT
2010
Crews Bank & Trust
Florida
$123K -$6.2K -25 -5%
PWMG
2011
Private Wealth Management Group
New Jersey
$122K – – –
SWIM
2012
Smallwood Wealth Investment Management
New Jersey
$118K +$248 +1 +0.2%
SA
2013
Seneschal Advisors
Washington
$116K +$113K +456 New
NFSG
2014
Newbridge Financial Services Group
Florida
$115K – – –
ACA
2015
American Capital Advisory
Idaho
$115K +$35.7K +144 +47%
CF
2016
Conquis Financial
California
$111K -$2.98K -12 -3%
BFS
2017
Burkett Financial Services
South Carolina
$108K +$248 +1 +0.2%
GCM
2018
Gables Capital Management
Florida
$108K – – –
SIS
2019
Sound Income Strategies
Florida
$105K -$22.1K -89 -18%
RLIM
2020
Red Lighthouse Investment Management
New York
$105K -$30.3K -122 -23%
SS
2021
Sunbelt Securities
Texas
$104K -$140K -566 -58%
SGK
2022
Steigerwald Gordon & Koch
Virginia
$104K +$101K +407 New
FCMT
2023
Founders Capital Management (Texas)
Texas
$103K -$10.2K -41 -9%
AIA
2024
Armor Investment Advisors
North Carolina
$102K -$13.9K -56 -12%
MJRIC
2025
Mogy Joel R Investment Counsel
California
$102K – – –
79 80
81
82 83