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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2001
MCF Advisors
Kentucky
$250K +$20.5K +80 +9%
PWM
2002
Partnership Wealth Management
Maryland
$248K +$769 +3 +0.3%
GEA
2003
Glen Eagle Advisors
New Jersey
$248K -$12.8K -50 -5%
APW
2004
Alliance Private Wealth
Massachusetts
$248K +$233K +910 New
EAM
2005
Everstar Asset Management
North Carolina
$248K – – –
ASCM
2006
Adkins Seale Capital Management
Louisiana
$248K +$246K +960 New
WCM
2007
WLTH Capital Management
Arizona
$247K +$229K +893 New
GTWM
2008
Global Trust Wealth Management
Florida
$245K +$243K +949 New
PPW
2009
Pasadena Private Wealth
California
$244K -$63K -246 -21%
MCM
2010
M1 Capital Management
Michigan
$244K – – –
NA
2011
Novus Advisors
South Carolina
$243K -$256 -1 -0.1%
DB
2012
Dravo Bay
Delaware
$242K -$3.07K -12 -1%
YIA
2013
YHB Investment Advisors
Connecticut
$242K – – –
AA
2014
AF Advisors
California
$242K – – –
PWM
2015
Partners Wealth Management
California
$241K -$20.5K -80 -8%
OC
2016
Optima Capital
Oregon
$241K -$27.9K -109 -10%
RA
2017
RoundAngle Advisors
New Jersey
$241K -$5.12K -20 -2%
AWM
2018
AAF Wealth Management
Massachusetts
$241K +$239K +934 New
SIAP
2019
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K +$239K +933 New
NS
2020
Northland Securities
Minnesota
$241K +$239K +933 New
BMO
2021
Beck Mack & Oliver
New York
$240K – – –
MC
2022
Matisse Capital
Oregon
$239K – – –
PFG
2023
Prospect Financial Group
Virginia
$239K – – –
JEST
2024
JTC Employer Solutions Trustee
Jersey
$239K – – –
SP
2025
Stonebrook Private
Michigan
$239K – – –
79 80
81
82 83