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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KCWM
2001
Kane Co Wealth Management
Iowa
$259K – – –
AMIM
2002
Aull & Monroe Investment Management
Alabama
$259K – – –
MPW
2003
MASECO Private Wealth
$258K – – –
WFS
2004
Walker Financial Services
Kentucky
$258K +$812 +3 +0.3%
CCP
2005
Carmel Capital Partners
California
$258K -$21.4K -79 -7%
GS
2006
GWN Securities
Florida
$257K -$10.6K -39 -4%
LHP
2007
Lexington Hill Partners
Texas
$256K +$1.08K +4 +0.4%
PWM
2008
Partners Wealth Management
California
$255K +$10.6K +39 +4%
GWM
2009
Gibbs Wealth Management
Georgia
$255K +$264K +974 New
HGA
2010
Hobbs Group Advisors
South Carolina
$255K +$263K +972 New
CI
2011
CacheTech Inc
Utah
$252K +$261K +963 New
ASCM
2012
Adkins Seale Capital Management
Louisiana
$251K – – –
EAM
2013
Everstar Asset Management
North Carolina
$251K – – –
SIAP
2014
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K +$7.04K +26 +3%
UCB
2015
United Community Bank
South Carolina
$251K +$9.2K +34 +4%
TFP
2016
Tilia Fiduciary Partners
North Carolina
$249K +$27.9K +103 +12%
FDW
2017
Fourth Dimension Wealth
Ohio
$248K -$22.5K -83 -8%
3FI
2018
3 Factor Indexing
California
$248K +$256K +946 New
MCM
2019
M1 Capital Management
Michigan
$247K – – –
NA
2020
Novus Advisors
South Carolina
$247K +$541 +2 +0.2%
CAG
2021
Csenge Advisory Group
Florida
$247K -$11.9K -44 -4%
BPW
2022
BlueDoor Private Wealth
Massachusetts
$245K +$254K +937 New
FGC
2023
First Growth Capital
Maryland
$244K – – –
MC
2024
Matisse Capital
Oregon
$243K – – –
PFG
2025
Prospect Financial Group
Virginia
$243K – – –
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