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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2026
TRUE Private Wealth Advisors
Oregon
$299K -$4.58K -16 -2%
SP
2027
Stonebrook Private
Michigan
$298K +$18.3K +64 +7%
CP
2028
Clarendon Private
Massachusetts
$298K +$281K +982 New
FPCG
2029
Forum Private Client Group
Indiana
$297K -$3.44K -12 -1%
LHP
2030
Lexington Hill Partners
Texas
$297K +$860 +3 +0.3%
PWM
2031
Partnership Wealth Management
Maryland
$296K -$5.45K -19 -2%
PPF
2032
Pacific Park Financial
California
$295K +$279K +972 New
CA
2033
Crumly & Associates
Illinois
$294K -$15.8K -55 -5%
HGA
2034
Hobbs Group Advisors
South Carolina
$293K -$1.72K -6 -0.6%
CI
2035
CacheTech Inc
Utah
$292K – – –
TIAAOA
2036
Teachers Insurance & Annuity Association of America
New York
$292K +$58.5K +204 +27%
EAM
2037
Everstar Asset Management
North Carolina
$291K – – –
SIAP
2038
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291K +$287 +1 +0.1%
UCB
2039
United Community Bank
South Carolina
$290K – – –
TFP
2040
Tilia Fiduciary Partners
North Carolina
$289K +$860 +3 +0.3%
FDW
2041
Fourth Dimension Wealth
Ohio
$287K – – –
3FI
2042
3 Factor Indexing
California
$287K – – –
MCM
2043
M1 Capital Management
Michigan
$286K – – –
CCP
2044
Carmel Capital Partners
California
$285K -$12.9K -45 -5%
HCM
2045
Hollencrest Capital Management
California
$285K -$54.5K -190 -17%
TCM
2046
Telos Capital Management
California
$285K +$269K +940 New
NA
2047
Novus Advisors
South Carolina
$283K -$3.15K -11 -1%
RCI
2048
RS Crum Inc
California
$282K +$21.8K +76 +9%
SRS
2049
Strong Retirement Solutions
Washington
$282K +$18.3K +64 +7%
CPW
2050
Cogent Private Wealth
Florida
$282K +$267K +930 New
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