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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2026
Rossby Financial
Florida
$66.4K +$13.4K +60 +27%
MMCM
2027
Murphy & Mullick Capital Management
New York
$66.2K – – –
CWM
2028
Crowley Wealth Management
Delaware
$65.9K – – –
NRC
2029
New Republic Capital
North Carolina
$65.1K – – –
OAJ
2030
Ogorek Anthony Joseph
New York
$64K – – –
TC
2031
Trust Company
Kansas
$62.8K – – –
KA
2032
Kozak & Associates
Colorado
$62.7K +$26.1K +117 +84%
PW
2033
Pandora Wealth
Illinois
$62.1K – – –
WTFG
2034
Wood Tarver Financial Group
Idaho
$62K +$14.3K +64 +32%
FCG
2035
Financial Connections Group
California
$61K -$104K -464 -64%
BCM
2036
Boreal Capital Management
Florida
$59.4K +$55.8K +250 New
EWM
2037
Evolution Wealth Management
Florida
$58.8K +$55.3K +248 New
CFP
2038
Comprehensive Financial Planning
Pennsylvania
$58.5K +$223 +1 +0.4%
A
2039
Allianz
Germany
$58.1K -$7.3M -32,714 -99%
HCM
2040
Hollencrest Capital Management
California
$57.6K +$54.2K +243 New
EWM
2041
EPG Wealth Management
Georgia
$57.5K – – –
KFGG
2042
Keystone Financial Group (Georgia)
Georgia
$57.4K -$19.6K -88 -27%
SWP
2043
SIMA Wealth Partners
Virginia
$57.2K -$40.6K -182 -43%
HWM
2044
HighMark Wealth Management
Minnesota
$57.1K -$4.91K -22 -8%
SA
2045
SRH Advisors
Kansas
$56.9K – – –
HDIM
2046
Hanson & Doremus Investment Management
Vermont
$56K – – –
ETS
2047
ESL Trust Services
New York
$54.7K – – –
MSWA
2048
Marshall & Sterling Wealth Advisors
New York
$54.5K +$2.9K +13 +6%
VC
2049
Vestor Capital
Illinois
$54K +$929K +4,162 +497%
FMTCOCP
2050
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K +$6.47K +29 +15%
80 81
82
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