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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
2026
Woodard & Company Asset Management Group
North Carolina
$102K – – –
SC
2027
Swan Capital
Florida
$100K – – –
MCA
2028
Midwest Capital Advisors
Michigan
$98.2K -$25.5K -103 -21%
MLA
2029
MB, Levis & Associates
Pennsylvania
$97.9K +$248 +1 +0.3%
GWSG
2030
GPS Wealth Strategies Group
Colorado
$96.5K -$2.48K -10 -3%
1NWS
2031
1 North Wealth Services
Maryland
$95.1K -$70.9K -286 -43%
HWA
2032
Heritage Wealth Advisors
Virginia
$94.8K – – –
IWMA
2033
Ironwood Wealth Management (Arizona)
Arizona
$93.6K +$496 +2 +0.5%
RWS
2034
Retirement Wealth Solutions
Wisconsin
$92.4K +$75.9K +306 +528%
AFG
2035
Albion Financial Group
Utah
$91.5K – – –
GI
2036
GS Investments
Minnesota
$90.8K – – –
TCA
2037
Trifecta Capital Advisors
Illinois
$90.3K – – –
RF
2038
Robinswood Financial
Washington
$90.2K – – –
FLFS
2039
Family Legacy Financial Solutions
North Carolina
$85.6K -$744 -3 -0.9%
RIA
2040
Realta Investment Advisors
Delaware
$85.2K +$744 +3 +0.9%
APW
2041
Atlantic Private Wealth
North Carolina
$85K – – –
GFL
2042
Granite FO LLC
New Hampshire
$83.4K – – –
KPP
2043
Kings Path Partners
Texas
$82.1K – – –
B
2044
Birchbrook
Maine
$78.6K – – –
BC
2045
Broadwater Capital
Massachusetts
$78.2K -$18M -72,563 -100%
CB
2046
Centennial Bank
Arkansas
$77.6K -$12.4K -50 -14%
FWM
2047
FSA Wealth Management
Massachusetts
$76.3K +$248 +1 +0.3%
MSFP
2048
Mark Sheptoff Financial Planning
Connecticut
$76.3K – – –
WPA
2049
Wealth Preservation Advisors
Tennessee
$75K – – –
CHC
2050
City Holding Co
West Virginia
$74.8K – – –
80 81
82
83 84