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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2026
Armor Investment Advisors
North Carolina
$102K -$13.9K -56 -12%
MJRIC
2027
Mogy Joel R Investment Counsel
California
$102K – – –
WCAMG
2028
Woodard & Company Asset Management Group
North Carolina
$102K – – –
SC
2029
Swan Capital
Florida
$100K – – –
MCA
2030
Midwest Capital Advisors
Michigan
$98.2K -$25.5K -103 -21%
MLA
2031
MB, Levis & Associates
Pennsylvania
$97.9K +$248 +1 +0.3%
GWSG
2032
GPS Wealth Strategies Group
Colorado
$96.5K -$2.48K -10 -3%
1NWS
2033
1 North Wealth Services
Maryland
$95.1K -$70.9K -286 -43%
HWA
2034
Heritage Wealth Advisors
Virginia
$94.8K – – –
IWMA
2035
Ironwood Wealth Management (Arizona)
Arizona
$93.6K +$496 +2 +0.5%
RWS
2036
Retirement Wealth Solutions
Wisconsin
$92.4K +$75.9K +306 +528%
AFG
2037
Albion Financial Group
Utah
$91.5K – – –
GI
2038
GS Investments
Minnesota
$90.8K – – –
TCA
2039
Trifecta Capital Advisors
Illinois
$90.3K – – –
RF
2040
Robinswood Financial
Washington
$90.2K – – –
FLFS
2041
Family Legacy Financial Solutions
North Carolina
$85.6K -$744 -3 -0.9%
RIA
2042
Realta Investment Advisors
Delaware
$85.2K +$744 +3 +0.9%
APW
2043
Atlantic Private Wealth
North Carolina
$85K – – –
GFL
2044
Granite FO LLC
New Hampshire
$83.4K – – –
KPP
2045
Kings Path Partners
Texas
$82.1K – – –
B
2046
Birchbrook
Maine
$78.6K – – –
BC
2047
Broadwater Capital
Massachusetts
$78.2K +$248 +1 +0.3%
CB
2048
Centennial Bank
Arkansas
$77.6K -$12.4K -50 -14%
FWM
2049
FSA Wealth Management
Massachusetts
$76.3K +$248 +1 +0.3%
MSFP
2050
Mark Sheptoff Financial Planning
Connecticut
$76.3K – – –
80 81
82
83 84