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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2001
Everstar Asset Management
North Carolina
$248K – – –
ASCM
2002
Adkins Seale Capital Management
Louisiana
$248K +$246K +960 New
WCM
2003
WLTH Capital Management
Arizona
$247K +$229K +893 New
GTWM
2004
Global Trust Wealth Management
Florida
$245K +$243K +949 New
PPW
2005
Pasadena Private Wealth
California
$244K -$63K -246 -21%
MCM
2006
M1 Capital Management
Michigan
$244K – – –
NA
2007
Novus Advisors
South Carolina
$243K -$256 -1 -0.1%
DB
2008
Dravo Bay
Delaware
$242K -$3.07K -12 -1%
YIA
2009
YHB Investment Advisors
Connecticut
$242K – – –
AA
2010
AF Advisors
California
$242K – – –
PWM
2011
Partners Wealth Management
California
$241K -$20.5K -80 -8%
OC
2012
Optima Capital
Oregon
$241K -$27.9K -109 -10%
RA
2013
RoundAngle Advisors
New Jersey
$241K -$5.12K -20 -2%
AWM
2014
AAF Wealth Management
Massachusetts
$241K +$239K +934 New
SIAP
2015
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K +$239K +933 New
NS
2016
Northland Securities
Minnesota
$241K +$239K +933 New
BMO
2017
Beck Mack & Oliver
New York
$240K – – –
MC
2018
Matisse Capital
Oregon
$239K – – –
PFG
2019
Prospect Financial Group
Virginia
$239K – – –
JEST
2020
JTC Employer Solutions Trustee
Jersey
$239K – – –
SP
2021
Stonebrook Private
Michigan
$239K – – –
CA
2022
Carson Advisory
Georgia
$239K – – –
E
2023
EntreWealth
Texas
$239K -$69.7K -272 -24%
UCB
2024
United Community Bank
South Carolina
$238K +$201K +784 +560%
SNBOSCI
2025
Security National Bank of Sioux City Iowa
Iowa
$238K -$3.33K -13 -1%
79 80
81
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