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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
2001
Forum Private Client Group
Indiana
$260K -$65.5K -242 -20%
CPL
2002
CAP Partners LLC
Tennessee
$260K – – –
JIP
2003
Jaffetilchin Investment Partners
Florida
$260K +$541 +2 +0.2%
SWP
2004
Strategic Wealth Partners
Ohio
$260K +$101K +375 +61%
MCM
2005
Morton Capital Management
California
$259K +$51.7K +191 +24%
KCWM
2006
Kane Co Wealth Management
Iowa
$259K – – –
AMIM
2007
Aull & Monroe Investment Management
Alabama
$259K – – –
MPW
2008
MASECO Private Wealth
$258K – – –
WFS
2009
Walker Financial Services
Kentucky
$258K +$812 +3 +0.3%
CCP
2010
Carmel Capital Partners
California
$258K -$21.4K -79 -7%
GS
2011
GWN Securities
Florida
$257K -$10.6K -39 -4%
LHP
2012
Lexington Hill Partners
Texas
$256K +$1.08K +4 +0.4%
PWM
2013
Partners Wealth Management
California
$255K +$10.6K +39 +4%
GWM
2014
Gibbs Wealth Management
Georgia
$255K +$264K +974 New
HGA
2015
Hobbs Group Advisors
South Carolina
$255K +$263K +972 New
CI
2016
CacheTech Inc
Utah
$252K +$261K +963 New
ASCM
2017
Adkins Seale Capital Management
Louisiana
$251K – – –
EAM
2018
Everstar Asset Management
North Carolina
$251K – – –
SIAP
2019
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K +$7.04K +26 +3%
UCB
2020
United Community Bank
South Carolina
$251K +$9.2K +34 +4%
TFP
2021
Tilia Fiduciary Partners
North Carolina
$249K +$27.9K +103 +12%
FDW
2022
Fourth Dimension Wealth
Ohio
$248K -$22.5K -83 -8%
3FI
2023
3 Factor Indexing
California
$248K +$256K +946 New
MCM
2024
M1 Capital Management
Michigan
$247K – – –
NA
2025
Novus Advisors
South Carolina
$247K +$541 +2 +0.2%
79 80
81
82 83