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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2026
Carson Advisory
Georgia
$239K – – –
E
2027
EntreWealth
Texas
$239K -$69.7K -272 -24%
UCB
2028
United Community Bank
South Carolina
$238K +$201K +784 +560%
SNBOSCI
2029
Security National Bank of Sioux City Iowa
Iowa
$238K -$3.33K -13 -1%
AC
2030
Anson Capital
Georgia
$238K – – –
CWM
2031
Cherrydale Wealth Management
New Jersey
$238K -$1.07M -4,191 -82%
ASBI
2032
American State Bank (Iowa)
Iowa
$238K +$236K +921 New
ARA
2033
Approach Retirement Advisors
Alabama
$237K +$236K +920 New
CWM
2034
Collaborative Wealth Management
Florida
$237K +$235K +919 New
RWM
2035
Raffa Wealth Management
District of Columbia
$237K +$1.54K +6 +0.7%
MWM
2036
McCartney Wealth Management
Missouri
$236K +$235K +917 New
NRWA
2037
North Ridge Wealth Advisors
Oregon
$236K – – –
APW
2038
Aurora Private Wealth
New Jersey
$236K +$235K +916 New
CCWM
2039
Correct Capital Wealth Management
Missouri
$236K – – –
YWM
2040
Yukon Wealth Management
Kansas
$235K – – –
FBB
2041
Fulton Breakefield Broenniman
Maryland
$234K +$233K +908 New
RCS
2042
Retirement Capital Strategies
California
$234K – – –
CSC
2043
Caldwell Sutter Capital
California
$233K +$769 +3 +0.3%
AIM
2044
Alhambra Investment Management
Florida
$232K -$1.28K -5 -0.6%
PCM
2045
Park Capital Management
Wisconsin
$232K -$769 -3 -0.3%
EA
2046
Evergreen Advisors
Tennessee
$231K +$229K +895 New
LWA
2047
LifeGoal Wealth Advisors
New York
$230K – – –
CSA
2048
Cottage Street Advisors
Massachusetts
$230K +$1.54K +6 +0.7%
BWL
2049
Beacon Wealthcare LLC
North Carolina
$229K -$3.33K -13 -1%
TF
2050
Trek Financial
Arizona
$228K +$226K +883 New
80 81
82
83 84